Five Critical Strategies for Saving MORE on Taxes (Presented By: Craig Ferrantino, CWS®, CFF®)
March 14 @ 7:00 pm - 8:00 pm EDT
Join us for a quick and insightful session on how to keep more of your hard-earned money with these five proven strategies:
• Maximize savings in retirement accounts like 401(k)s, IRAs, and HSAs.
• Gifting strategies to benefit your loved ones while minimizing taxes.
• Timing tips for tax-efficient withdrawals from Social Security, real estate, and more.
• Learn about new tax proposals and their potential impact on your finances.
This educational webinar will provide actionable tips to help you reduce taxes and optimize your financial plan.
Craig Ferrantino is a registered representative offering securities and advisory services through United Planners Financial Services member FINRA, SIPC. Craig James Financial Services and United Planners are not affiliated.
Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Individual needs vary and require consideration of your unique objectives and financial situation.
Five Critical Strategies for Saving MORE on Taxes (Presented By: Craig Ferrantino, CWS®, CFF®)
• Maximize savings in retirement accounts like 401(k)s, IRAs, and HSAs.
• Gifting strategies to benefit your loved ones while minimizing taxes.
• Timing tips for tax-efficient withdrawals from Social Security, real estate, and more.
• Learn about new tax proposals and their potential impact on your finances.
This educational webinar will provide actionable tips to help you reduce taxes and optimize your financial plan.
Craig Ferrantino is a registered representative offering securities and advisory services through United Planners Financial Services member FINRA, SIPC. Craig James Financial Services and United Planners are not affiliated.
Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Individual needs vary and require consideration of your unique objectives and financial situation.