It’s been a whirlwind year for many investors. While no one likes seeing their investment accounts go down, volatile environments typically present opportunities that can lead to long-term growth. You can’t control the markets, but tax-planning strategy can mean the difference between significant net gains and losses.
Nicole Webb, Wealth Enhancement Group Senior Vice President and frequent on-air contributor to CNBC, Fox Business and Bloomberg, leads this conversation on tax-smart investing. Joining her are two more Roundtable™ advisors, Michelle Guissinger and Sarah LePhew, both with backgrounds in tax planning. Together, they demonstrate how tax strategy, in tandem with asset management, can be critical to long-term investment growth.
Topics covered include:
- How to turn 2022 into a positive
- Tax-loss harvesting during volatility
- Why increasing your taxes may not be bad
- Roth conversions and planning afterwards
- Wealth stewardship and trusts
- QCDs, Donor-Advised Funds and charitable deduction bunching
There is no cost associated with this webinar; simply register and watch the recording at your convenience.
And if you have further questions, it’s quick and easy to set a meeting with a Wealth Enhancement Group Advisor.
Wealth Enhancement Group and LPL Financial do not provide legal or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.
