Join Sterling Wealth Partners for this informative Zoom event.
You'll hear about the most relevant and timely topics of the month. We will provide useful insights on financial, retirement, and lifestyle topics. This fast-paced 20-minute presentation will be followed by a live Q&A.
December: Tax Strategies and Planning
Topics will include:
-Tax Strategies for 2020
-Tax Planning for 2021
-Using ROTH IRA Conversions