Hot Topic Webinar: Tax Planning for Investments and Retirement

How do you maximize your investments and retirement accounts? Attend our February Hot Topic webinar and learn how to make the tax rules apply to you.

Join us for a webinar with  Jon Meyer, President of BGM’s Wealth Management Group will look at how to use tax planning to help optimize your investments and retirement.

What you need to know: Taxes may seem complicated, but you can make them work for you.

Topics we’ll cover include:

• Federal and state considerations
• Tax planning opportunities
• The world of IRAs
• Managing RMDs
• Tax-efficient charitable giving
• … And more!

This presentation is offered for educational purposes only and should not be considered a comprehensive review or analysis of the topics discussed today. These materials are not a substitute for consulting in a one-on-one context where all the facts of your situation can be considered in their entirety. Despite efforts to be accurate and current, this presentation may contain out-of-date information and there is no obligation to advise you of any subsequent changes or updates.

The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information from outside resources has been deemed to be reliable but has not necessarily been verified. Each individual has unique circumstances to which this information may or may not be relevant. Under no circumstances will this information constitute an offer to buy or sell and it does not indicate strategy suitability for any particular investor. Past performance is not indicative of future results.