[JUNE] - Live Q&A Session - Tax Savings Strategies & More

Thanks for filing your 2023 taxes with us. Click here to check your Federal Refund. You can email us if you have any questions regarding your state refund.

If you owed a significant amount this year, take the time to understand why. That way you can either take steps to reduce the bill or be prepared for it next year.

Remember, owing the IRS money isn't a bad thing. But being surprised by a huge tax bill definitely can be.

Who’s working on Tax Optimization Strategies ?

Most tech employees don’t get sufficient information on their tax obligations.

The result? A big unpleasant surprise from the IRS.

It is important to understand how your redemptions are taxed and avoid writing a big check to the IRS every year.

Taxes are difficult to avoid, but there are many strategies to help ward them off.

👉 June Live Q&A Session:

👉 Date: Saturday, June 1, 12:00 PM - 12:30 PM CDT

👉 Learning Outcomes

• How to utilize HSA and a traditional IRA contributions to reduce your taxes

• How to use an IRA to make a House Down Payment

• How to use your IRA withdrawals to cover qualified educational expenses of a child

• How to use donations as a tax write off

👉 Date: Saturday, June 1, 12:00 PM - 12:30 PM CDT

👉 Signuphere

This is no ordinary webinar with “general tax knowledge”, these will be focused on time tested strategies to help you pay less taxes and generate significant returns for you and your family.

If there is anything else specific you'd like for us to include, simply reply to this email and let us know.

And if you have any other friends who would benefit from this workshop, please forward them this email or share this link with them.

See you in a few days!

1  The material in this email does not provide tax, legal, investment, or accounting advice. This is not an offer to buy or sell any security or to participate in any investment strategy. The strategies and/or investments discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.