Hot Topic Webinar: Tax Planning for Investments and Retirement
Wednesday, February 28, 2024 at 12:00 PM CT
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 on Wednesday, February 28 for an hour-long discussion. 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!