Course Detail
Course Components:
Enrollment Information
Course Attribute:
University Connected Learning
Join us for an informative experience where you will learn how to identify investments, and account types. You will learn about savings plans that offer tax-exempt, tax-deferred, or tax-favorable benefits including tax efficient income streams for retirees, retirement accounts and employee benefits, gifting to charitable organizations and family members, municipal bonds, HAS's, annuities, and both IRA's and Roth 401k's. Expect to leave this class with specific, actionable ideas that materially help you save on the taxes you pay over time.