Money Matters: Creating Tax Alpha: Add Risk Free Returns to Your Investment Portfolio With Tax Planning

Dan Olson discusses the tools to increase your portfolio’s after tax return.  Learn about the tax benefits related to Roth IRA conversions, ETFs vs. Mutual Funds, the 0% tax rate on investment returns and how to make a long term vs. short term tax plan.

Dan Olson, Principal of Olson Tax & Financial Planning, is a financial professional with over 30 years of experience with Citigroup and other financial institutions providing a variety of clients with money-saving analysis and advice related to taxes, portfolio management, debt management, insurance and other financial planning topics.  

                                                  Part of Financial  Planning Day @ SIBL!

Seating is on a first come, first seated basis.