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!

reach out to learn more

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