US taxpayers have a confusing array of ways to save on US taxes by investing through different types of tax-sheltered accounts. Although the basic, traditional IRA continues to be a simple starting point, strategies around Roth conversions, 401(k) plan setup, college savings, health care, and deferral of high income/bonuses can make thousands if not millions of dollars of difference in an American professional's long-term financial plan.
Tariq Dennison, Managing Director for GFM Group Limited, a Hong Kong type 9 licensed asset management firm and US-registered investment adviser, will explain the many different US tax-sheltered savings accounts, from traditional, Roth, SEP, SIMPLE and "stretch" IRAs, 401(k) and 529 plans, HSA health savings, and higher-limit plans for high income earners, including:
There will be time for Q&A and discussion.
First 15-20 minutes is for networking
Sandwiches and beverages included
Hosted by the Taxation Committee