Register Now—Savvy Tax Tips To Maximize Your Investment Outcome

Imagine, your investment income generating more wealth, not just a bigger tax bill.

We invite you to join us for an exclusive virtual conversation, Keep More Of What You Earn: Savvy Tax Tips to Maximize Your Investment Income, on Tuesday, March 26th at 2:00 pm ET where our tax experts will share strategies for minimizing your tax liability while maximizing your investment earnings.

Register now to learn:

• The nuances between investment-derived income and wages and gain clarity on reporting requirements and essential tax forms
• How to master the art of asset location to achieve tax efficiency and make the most of your retirement savings
• The avenues for generating interest income through banking, Treasury bonds and muni bonds
• How to understand compensation-related investments and get clarity on stock options and other equity compensation and their impact on your taxes
• How to broaden your investment horizon with insights into real estate, art, collectibles and NFTs, including their tax considerations and potential for inclusion in IRAs
• And more!

Whether you're a proactive wealth builder, an everyday investor, a retiree, or a beneficiary of passive income streams, join us as we guide you through the tax maze and unlock the substantial rewards that savvy tax tactics can do to maximize your investment income.

Register below to join us.

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