Tax Planning Strategies

Upcoming Webinars

Loading Events

« All Events

  • This event has passed.

Tax Planning Strategies

August 17, 2023 @ 12:00 pm - 1:00 pm EDT

Virtual Event Virtual Event

On August 17, Advice Chaser will host a webinar titled, “Tax Planning Strategies.” There are many ways to invest, but not all of them are created equal. Where taxes are concerned, it can make a big difference where you invest your money. Some accounts are tax deductible when you invest your money, others when you take it out. This means the right strategy can save you quite a bit. This webinar will address traditional and Roth accounts, capital gains tax, charitable contributions, and more. Ryan Poterack, a fiduciary wealth manager who focuses on tax mitigation and strategic planning, will present. Investors, especially those approaching or in retirement, will benefit from this informative event.


August 17, 2023
12:00 pm - 1:00 pm EDT
Register to Watch


Advice Chaser

Tax Planning Strategies