Tax Savvy Investing Techniques with BrightStar Credit Union and AIG
Tuesday, 03/29/2022-, 06:00 pm-07:00 pm
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Cost:
Requiring social distancing?
Requiring masks?
Providing hand sanitizer?
Divisional Vice President Nilsa Roberts of AIG will discuss tax-savvy investing and how it can help you understand ways to defer or even eliminate taxes on the money you would look to have available in your retirement. The topics we will cover will be:
• Understanding the power of tax deferral
• Consider increasing contributions to retirement plans and accounts
• Generate tax-free income
• Avoid potential tax-time surprises
After the presentation, both Nilsa Roberts of AIG and Robert Crabtree, our BrightStar Credit Union Financial Advisor, will answer questions. Individual appointments are also welcomed to discuss your circumstances better.
