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Year-End Tax Strategies

November 16, 2023 @ 6:30 pm - 7:30 pm

stacked gold coins

Join us to learn top strategies to take advantage of before the year ends. In this virtual presentation Fran McKay, CFP® will cover the following topics: How to get tax benefits from the volatility of the stock market, the “window” of time we have before tax rates go up, “stacking” deductions in 2023 for a potentially bigger tax break, how backdoor Roth IRA contributions work, and more.

Email to receive the Zoom registration meeting invite to attend!


November 16, 2023
6:30 pm - 7:30 pm
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