Posts Tagged ‘lunch and learn’

Are you familiar with the different strategies for saving for your children or grandchildren’s future education? There are many investment vehicles designed for this purpose, some with very different taxable consequences. Join us as we discuss the most efficient ways to save for education.

This Lunch & Learn will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all.

We discuss the third quarter of 2020 and look at what’s to come in quarter 4.

We discuss the third quarter of 2020 and look at what’s to come in quarter 4.