Tax Efficient Investing

Event Location: ILWU Credit Union - 3447 Atlantic Avenue, Long Beach, CA 90807
Event Date: Tuesday, June 25, 2024, 12:00 PM

Attend this seminar created specifically for the ILWU to review tax efficient investing strategies for high income earners to keep more of what you make. The presentation will discuss the impact of income taxes and capital gains taxes on your income, savings, and investments. The workshop will go over the tax benefits of saving and investing in your 401(k) as well as the concepts of asset location and tax loss harvesting. The tax benefits of Treasury Bills, Municipal Bonds, and Tax Deferred Annuities will also be reviewed and discussed.

ILWU Credit Union offers financial planning and wealth management services through CUSO Financial Services, L.P. (CFS)

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