Tax Cutting Strategies | Virtual Power Hour July 20
Learn how to cut your taxes by using strategies that can potentially lead to hundreds of thousands of dollars saved over the course of your retirement.
- Control your taxable income
- Offset capital gains tax
- Generate tax-free retirement income
- Create a tax-efficient retirement withdrawal strategy
- Learn where to locate your investments for higher after-tax returns
Tuesday, July 20
- 12 - 12:45 pm
Speakers:Jim Mellon, CFP®
Jim Mellon, CFP®
Certified Financial Planner
Jim is a Wealth Advisor for Canter Wealth and acts as a fiduciary focused on helping clients accomplish their financial goals. Prior to joining Canter, Jim worked at three leading financial service firms and advised a wide range of clients including high net worth families and public employees in the Boston school districts. During his time with these firms, Jim became increasingly frustrated by the proprietary solutions and lack of customization at his prior firms. These collective experiences give Jim a unique perspective to help Canter clients going forward. Jim graduated from Suffolk University with a Bachelor of Business Administration in Finance. In his free time, he enjoys travel and now lives in San Diego.