Description
In this class we will discuss:
- Tax planning steps to take before year’s end
- How history can help predict the steps you should be taking now
- Risk assessment: How to rebalance a portfolio given unprecedented volatility and changes
- Unique Roth strategies that allow risk and market corrections to benefit you, not hurt you
- Washington’s influence on your tax planning window: New laws will affect what you can do and what you should do- you must understand the new planning window
