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Education

"Tax-Savvy Investing" Webinar Series

Education

April 01, 2024

Ready to turn this year's tax bill into next year's savings?

Everyone is at a different stage of their journey when it comes to building tax-efficiency into your portfolio. So we’ve designed a series for all levels, from beginner to advanced. Join one or join all – the future you will be grateful.

Date

Topic

Apr 17, 2024 (Wednesday) 4pm PT / 7pm ET Register Here

Tax-Savvy Investing Essentials With Tax Day in the rear-view mirror, join this first session of the series to cast an eye to the future. Discover the steps you can take to set yourself up to grow long-term tax-advantaged wealth (and lower your tax bills).

You'll learn about Health Savings Accounts’ triple tax advantage, the (backdoor) Roth IRA, insurance as an investment vehicle and more.

Apr 23, 2024 (Tuesday) 4pm PT / 7pm ET Register Here

Building "Tax Alpha" Into Your Portfolio In this "intermediate-level" session, the focus is on your investments. Discover how small changes to your investment mix can unlock “tax alpha” to increase your returns year after year and grow your wealth long-term.

You'll learn about the benefits of direct indexing and tax loss harvesting, why to consider U.S. Treasuries and municipal bonds, and more.

Apr 25, 2024 (Thursday) 4pm PT / 7pm ET Register Here

Tax Strategies for Generational Wealth In this final "advanced" session targeted to high earners, we’ll cover core tax strategies for those focused on preserving their wealth and setting up the next generation for success.

You'll learn about managing income, tax-efficient life insurance, trusts, wealth-transfer strategies and more.

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The information displayed on this website is for informational purposes only and is not an offer or solicitation to purchase or sell securities. Arta Finance believes information presented is accurate at the time of publishing, but may not be updated regularly. Investing involves risks, including the potential for principal loss. Past performance is no guarantee of future results.

The investments discussed herein may be unsuitable for investors depending on their specific investment objectives as well as financial and tax position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances before deciding to invest with Arta Finance. There is no guarantee that the strategies and services offered by Arta Finance will be successful or outperform other strategies and services. Investors should seek the advice of a tax professional before making any investment. All opinions expressed herein constitute the author or quoted individual(s)’s judgment as of the date of this document and are subject to change without notice. Registration with the Securities and Exchange Commission (SEC) as a registered investment adviser does not imply a certain level of skill or training.

Statements made are not facts, including statements regarding trends, market conditions and the experience or expertise of the author or quoted individual(s) are based on current expectations, estimates, opinions and/or beliefs. Opinions expressed by other members on Arta Insider should not be viewed as investment recommendations from Arta Finance. Endorsements were provided at the request of Arta Finance. Arta Finance is not affiliated with and does not purport to own or control any third-party content linked herein.

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