Tax Planning - Keep More! (Adults)

  25SP1248-Feb
  2/25/2025
  Tu
  6:00 PM - 7:15 PM
  DSISD Administration Bldg.
  Al Gonzalez MBA Wealth Advisor
  $20.00

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Info

Evaluate the choices you have with respect to Roth Conversions, Pension Choices, RSUs and ISO executions. How do you minimize the tax consequence in your company stock found in your 401K. Why are your taxes so high on your investments?

Session I: Tues,  Feb 25 

Session II: Tues,  Mar 25

6:00 pm - 7:15 pm

Fee: $20 per person  -- Session I & II are the same class

Location: DSISD CL&L (New Admin Bldg) RM TBD

Instructor: Al Gonzalez, MBA Financial Planner