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Minimize Taxes, Maximize Return Potential: Efficient Investing Strategies

Date: July 25, 2024
Start Time: 12:00 PM
End Time: 1:00 PM
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Are you paying more in investment taxes than you should be? Whether you're new to investing or looking to optimize your portfolio, strategic planning is key to help maximize returns and minimize taxes.

By using certain tax-efficient investing strategies, you can help grow your savings more effectively. Learn how tweaking your investment decisions can potentially impact your financial future.

Join Dan and James as they discuss:

  • Basics of how investments are taxed
  • Tips for choosing your investment accounts
  • Creating your own tax-efficient strategy to help maximize returns


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