One of Cooper’s mission’s when working with our clients is to help minimize their lifetime tax bill and keep more money in their pockets, not Uncle Sam’s. Tune in to make sure you are not paying the government more than you need to!
- Tax Return 101: How to read and digest your tax return
- Asset Location/Aggregation: Increasing your after-tax investment returns
- Tax Loss and Tax Gain Harvesting: Strategies to minimize taxes in volatile markets
- Roth Conversions: Maximizing tax-free growth
- Qualified Charitable Distributions: How to save taxes when giving to charities
- Medicare Part B: Understanding the relationship between your income and the premiums you pay
If you would like an invitation to upcoming educational webinars, please email cooper@rayolson.net for more information.
