Tax-Smart Investing Strategy #9

Tax-Smart Investing Strategy: Managing Your Investments

This video excerpt from John J. Vento's presentation, Roadmap to Financial Independence (Point X) will provide you with tax-smart wealth management guidance and practical tips based on the most current tax law to help you draw a roadmap to your own “Point X”, the point at which you stop working for your money and your money starts working for you.

If you have any questions pertaining to this strategy, feel free to contact us.

Learn more about Financial Independence: Getting to Point X

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