Education

"Tax-Savvy Investing" Webinar Series

Education

April 01, 2024

Ready to turn this year's tax bill into next year's savings?

Everyone is at a different stage of their journey when it comes to building tax-efficiency into your portfolio. So we’ve designed a series for all levels, from beginner to advanced. Join one or join all – the future you will be grateful.

Date	Topic
Apr 17, 2024 (Wednesday) 4pm PT / 7pm ET Register Here	Tax-Savvy Investing Essentials With Tax Day in the rear-view mirror, join this first session of the series to cast an eye to the future. Discover the steps you can take to set yourself up to grow long-term tax-advantaged wealth (and lower your tax bills). You'll learn about Health Savings Accounts’ triple tax advantage, the (backdoor) Roth IRA, insurance as an investment vehicle and more.
Apr 23, 2024 (Tuesday) 4pm PT / 7pm ET Register Here	Building "Tax Alpha" Into Your Portfolio In this "intermediate-level" session, the focus is on your investments. Discover how small changes to your investment mix can unlock “tax alpha” to increase your returns year after year and grow your wealth long-term. You'll learn about the benefits of direct indexing and tax loss harvesting, why to consider U.S. Treasuries and municipal bonds, and more.
Apr 25, 2024 (Thursday) 4pm PT / 7pm ET Register Here	Tax Strategies for Generational Wealth In this final "advanced" session targeted to high earners, we’ll cover core tax strategies for those focused on preserving their wealth and setting up the next generation for success. You'll learn about managing income, tax-efficient life insurance, trusts, wealth-transfer strategies and more.

Date

Topic

Apr 17, 2024 (Wednesday) 4pm PT / 7pm ET Register Here

Tax-Savvy Investing Essentials With Tax Day in the rear-view mirror, join this first session of the series to cast an eye to the future. Discover the steps you can take to set yourself up to grow long-term tax-advantaged wealth (and lower your tax bills).

You'll learn about Health Savings Accounts’ triple tax advantage, the (backdoor) Roth IRA, insurance as an investment vehicle and more.

Apr 23, 2024 (Tuesday) 4pm PT / 7pm ET Register Here

Building "Tax Alpha" Into Your Portfolio In this "intermediate-level" session, the focus is on your investments. Discover how small changes to your investment mix can unlock “tax alpha” to increase your returns year after year and grow your wealth long-term.

You'll learn about the benefits of direct indexing and tax loss harvesting, why to consider U.S. Treasuries and municipal bonds, and more.

Apr 25, 2024 (Thursday) 4pm PT / 7pm ET Register Here

Tax Strategies for Generational Wealth In this final "advanced" session targeted to high earners, we’ll cover core tax strategies for those focused on preserving their wealth and setting up the next generation for success.

You'll learn about managing income, tax-efficient life insurance, trusts, wealth-transfer strategies and more.

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Disclosures

We believe the information presented to be accurate as of the date published and such information may not be updated in the future.

See important disclosures here.