The Legal & Tax Aspect of Investing (Series: PERSONAL FINANCE & INVESTING FUNDAMENTALS)
This webinar covers the tax treatment of different types of investment accounts, and the use of tax efficient investment vehicles to minimize taxes. It also addresses the use of estate planning strategies to minimize both income and estate taxes, as well as basic legitimate asset protection methods.
Slides for this webinar, and all Financial Poise webinars, are free to view. The reader is cautioned, however, that the true value of Financial Poise webinars is the conversation, not the slides. All slides are copyrighted and may not be reproduced without written permission from Financial Poise.