Avoiding a Big Tax Surprise Live Webinar

June 20, 2024 1:00 PM Central

To avoid a big tax surprise, you may need to change your mindset about tax planning. By being proactive and planning throughout the entire year instead of just at tax time, you can help to maximize your benefits and minimize the surprises.

Join financial advisor Joel Cundick for an educational webinar that can help you develop a game plan for how to incorporate tax planning effectively throughout the course of the year.

We’ll discuss strategies for:

  • Potentially lowering your Adjusted Gross Income (AGI)
  • Taking advantage of lower capital gains and dividend tax rates
  • Managing your Medicare surtax exposure
  • Deciding if a Roth conversion is right for you
  • Helping make your portfolio more tax-efficient

While all are welcome to attend our webinars, this event is designed for individuals who have saved at least $500,000 for retirement. Our presenters typically speak with that in mind.

Register for this webinar

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