5 Year-End Tax Strategies

Level Financial Advisors’ Chief Investment Officer & Partner, Steven Elwell, CFP® and Financial Advisor Paul Coleman III, CFP® discuss simple, actionable strategies you can take now that will save money and avoid taxes! This webinar was originally recorded November 18th.

Important Link from Webinar: https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-savings-contributions-savers-credit

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