Broker Check
25 Jan
William Joseph Capital Management LLC Client Event- Annual Tax Education, Update, and Tips

Description

The William Joseph Capital Management, LLC team is excited to have two advisors from our team, Bryan Ricci CPA®, CFP®, and Dean Anatra CPA® give some tax education and tips. Please join us on:

Wednesday, January 25, 2023

*at 6:00 p.m. EST (US and Canada)

We will focus on these questions for our 30–45-minute discussion:

  • What the SECURE Act 2.0 will mean for Required Minimum Distributions (RMD)
  • How the SECURE Act 2.0 could dramatically reduce your RMD’s
  • How inflation could actually help you
  • What impact higher bank rates will have on your taxes We will also provide some updates on Medicare and Social Security in 2023

We hope you can join us. Please click the link below to register:

Meeting Registration Link



Date and Time

Wed, Jan 25, 2023

6:00p - 7:00p EST

Location

William Joseph Capital Management LLC Client Event- Annual Tax Education, Update, and Tips

PT1H

Event Registration