Date(s) - 14/03/2019
1:00 pm - 2:00 pm
With a little bit of knowledge, your taxes, like your investments, can work for you. InvestEd will help to answer any questions you have about optimizing your tax filing to ensure you’re not leaving any money on the table. During this seminar, we’ll talk about how your taxes relate to your budget and your investments.
We are not tax preparers or accountants and we can not help you fill out your tax forms. However, we can help answer any questions you have about how your taxes impact you personal finances overall.
– Accounting for taxes in your budget.
– The differences in investment options like: 401k/403b/IRA and Roth IRA vs. Regular IRA.
– The value of itemized deductions vs. standard and personal exemptions.
All investing involves risk including the potential for loss of principal. There is no guarantee that any strategy will be successful.