Ask the Expert: Tax Deferral Strategies

Are you paying more taxes than you'd like? Attend this free class at Campbell County Public Library and learn about various tax deferral methods on Thursday, February 20, 1-3pm. And, enjoy a piece of pie!

In this informative session, Vicki Kissack, Advanced Funeral Planner, will guide you through the essential process of preplanning your funeral. By making these arrangements early, you can relieve your loved ones of this burden during a difficult time. Preplanning not only ensures peace of mind but also provides financial benefits, including inflation protection and tax-free advantages. Vicki will cover sensitive yet important information that everyone should understand. Be sure to bring your questions for her interactive Q&A session.

Following Vicki's presentation, Paul Roberts, Financial Advisor, will share valuable insights into tax-deferred financial strategies, including 401(k) participation, traditional IRAs, and Roth IRAs. Paul works in collaboration with tax advisors and CPAs to provide his clients with a well-managed and secure portfolio. Don’t miss the opportunity to ask questions during the Q&A session that will follow Paul’s presentation.