As the 2019 year came to an end MBI members Richard Morris, Alex Seleznev, and Jordan Egert presented on last-minute financial planning opportunities that could save you money in not only the present but the coming year as well. The presentation highlighted year-end tax and financial planning opportunities that will help you manage your personal and business year-end tax concerns while developing greater knowledge of best practices regarding your personal finances.
Among the items that Richard, Alex and Jordan presented are:
- Retirement Planning (401Ks, 403Bs, IRAs, Roth IRAs)
- College Education Planning
- Deferral of Income
- Rebalancing and Year-End Personal Finance “Check Up”
- Year-end Individual Tax Planning: Life Events / Transitions
- 2019 Market Overview
Attached is a PDF of the Powerpoint which the members presented on December 12, 2019.