Tax Saving Strategies
Details
A chat with Nancy Flint-Budde, a Certified Financial Planner, (me!) about strategies to reduce income taxes now and in the future. Roth IRAs, donor advised funds, capital gains … bring your questions and ideas to share. Nancy is a retired CFP who works as an educator.
Note: This is a conversation for educational purposes for those 60+. You should contact your tax advisor or other professional for personal guidance.
AI summary
By Meetup
Educational chat on tax-saving strategies for individuals; attendees will learn how Roth IRAs, donor-advised funds, and capital gains can reduce taxes.
AI summary
By Meetup
Educational chat on tax-saving strategies for individuals; attendees will learn how Roth IRAs, donor-advised funds, and capital gains can reduce taxes.
Related topics
Events in Austin, TX
Advanced Financial Planning & Tax Strategies
Over 60
Retired
Income Tax Planning in Retirement
Personal Finance