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Year-End Tax Planning for 2020

Year-End Tax Planning for 2020

You are invited to our year-end tax planning discussion, hosted by Boyan Doytchinov. Due to tax changes introduced by the SECURE Act and the CARES Act within the past year, it’s more important than ever to evaluate your long-term tax planning strategy. 

Please join our Zoom webinar on Tuesday, December 8th at 2 PM or Wednesday, December 9th at 7 PM. Details below.

During the session, we will boil down and explain important factors when considering long-term tax planning strategies, such as:

  • Roth conversions
  • Getting around Roth IRA income limits via the Backdoor Roth or Mega Backdoor Roth
  • Charitable donation techniques such as Donor Advised Funds, donating appreciated securities, or Qualified Charitable Distributions
  • Tax loss versus the less-common gains harvesting
  • Different types of retirement accounts

Please RSVP and submit questions to mailbox@markjsnyder.com with the subject “Tax Planning Webinar”

Join Zoom Meeting:

https://us02web.zoom.us/j/82108986470?pwd=L0d6QjRiQWNrUmoyUGJWVDNKc05yQT09

I look forward to “seeing” you on next week.

Picture of Mark Snyder, ChFC, CLU, RMA, RF

Mark Snyder, ChFC, CLU, RMA, RF

Mark Snyder is a managing partner at Snyder Wealth Group. Our investment philosophy is rooted in the principles of fiduciary duty, tailored strategies, and a long-term approach to wealth building. Our mission is to provide our clients with the highest level of service in financial planning and investment management, supported by 50 years of experience.

About Us

At Snyder Wealth Group, our tagline is “Invest, Plan, Retire, Prosper.” We believe in helping our clients achieve financial prosperity throughout their lives.

Whether you’re just starting out in your career, planning for retirement, or somewhere in between, we can help you create a plan that will help you achieve your goals and live the life you want.

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