Whether you do your taxes yourself or hire help with them, educating yourself on the tax implications of your investments is essential. By placing your money in the best investment vehicles during the year, you can ensure tax time will be as painless as possible. This webinar addresses ways your investment accounts affect your taxes, the tax impact of asset classes, tax-optimizing how you pay costs, and more. Marshall Rathmell, a financial planner with over a decade of experience, presents. Attendees will learn more about how they can minimize their tax burden while growing their investments.
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You may also enjoy one of our other webinars:
When Do I Need a CPA and When Do I Need a Financial Planner?
What’s in your Portfolio? An Intro to Investments