Tax-Free Investing: It's Not What You Make, It's What You Keep

LabelInformation
  Dates & times
  • Thu, 01/28/2021 - 7:00pm
  Category Living Well
  Age Groups Adult

 

money & life photo

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.