Home Time-Sensitive Year-End Tax Strategies

    Time-Sensitive Year-End Tax Strategies


    Join us Thursday, November 19th at 1:00 p.m. EST as NuView Trust’s Tyler Carter discusses time-sensitive year-end tax strategies.

    • The CARES Act Loophole. Learn about the unique opportunity that current COVID-19 Legislation has provided to those who have employer plans such as 401k, 403b, 457, and others. For the first and potentially last time in 45 years, a loophole has been opened for qualified taxpayers- and the qualifications are quite broad. Missing this may cause your or your client’s funds to be locked up for many more years in the limited investment choices your employer provides.
    • The Ultimate Retirement Plan for the Self-Employed. If you or your clients have self-employed income, they should learn about the best retirement plan that remains unknown to most.
    • Strategic Roth Conversions. We’ll cover the types of asset classes that savvy advisors and their clients are using to convert their savings to a Roth without paying full fare.

    Date: 11/19/2020

    Time: 1:00 p.m. EST

    Location: Online

    For more information on registration and events please click here.