Label | Information |
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Dates & times |
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Category | Living Well |
Age Groups | Adult |
Wright Library invites you to join Edward Jones financial advisor Katie Mitakides for a virtual webinar on Tax-Free Investing. Registration required.
REGISTER 7pm Thursday January 28, 2021
Do you want more control over the taxes you pay? Several strategies can help reduce your tax burden. Choosing tax-advantaged investments is one of them. Join us for our seminar Tax-free Investing: It’s Not What You Make, It’s What You Keep. CPA Mark Smith will also be on hand to speak on current tax issues. Please bring your questions for his consideration.
You’ll learn about:
• Tax-advantaged investments and their features
• Tax-free investment returns versus taxable investment returns
• Three ways to purchase municipal bonds
• How tax-free investing can help you achieve your goals
Unit trusts and mutual funds are offered and sold by prospectus. You should consider the investment objectives, risks and charges and expenses carefully before investing. The prospectus contains this and other information. Your financial advisor can provide a prospectus, which should be read carefully before investing.