Tax-Smart Ways to Save and Invest
Date, Time & Location
- 04/13/10, 12:00pm - 1:00pm, Gateway Center, 5250 Campanile Drive, Conference Room #3520
Summary
Do you want to know how to know to make the most out of your hard earned money? This workshop will help explain various concepts so that you can learn how to keep more of what you earn. It will assist you in developing strategies that will help you minimize taxes and make the most out of your savings. The topics to be discussed are:
- Individual tax rates
- Effective withholding strategies
- Budgeting and debt management
- Tax-favored savings products: Which are the best ones that meet your needs?
- Review of favorable tax law provisions
This workshop will also explain how SDSU Research Foundation’s Voluntary Tax Deferred Annuity program can offer you an easy and affordable way to accumulate the additional assets you may need to adequately support a longer life span.
Audience
All SDSU Research Foundation Employees
Presenter
Hollie Washington, TIAA-CREF