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Seven Smart Tax Tips for the New Year
Dec 7, 2023M j, Y12:00pm EST2023-12-07T17:00:00Zg:ia T1 hour
Join Fort Pitt’s Financial Advisor Beth Lynch, CFP®, as she discusses tax tips and strategies for high-income earners to implement in the new year. The presentation will cover topics such as:- Roth Conversions
- Maxing out your Retirement Plan
- Buying Municipal Bonds
- Setting up a Donor-Advised Fund
- Contributing to your Health Savings Account
- Investing in individual Stocks vs. Mutual Funds
- Funding 529 Plans for your Children/Grandchildren
