Financial Planning Insights

Webinar: Tax-season Essentials for Investors

2 minute read time

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Understanding taxes is tough, especially when it relates to taxes on your investments. Let us help. Join Johnson Financial Group Financial Advisors along with guest speakers, Ryan Dooyema and Ryan Pogodzinski from Russell Investments, as we discuss essential tax tips and tactics that may help you minimize the tax burden on your investments and prepare your portfolio for potential tax changes.

Check the background of our investment professionals on FINRA's BrokerCheck.


Featured Speakers

Ryan Dooyema, CIMA® AIF® | Regional Director, Russell Investments
Ryan Pogodzinski, CFA®, CAIA® | Consulting Director, Russell Investments


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Presentation

Download a copy of the presentation the Russell Investments team used for the webinar.

Summary

Download a summary of several steps you can take now to make your next tax bill as small as possible.

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LPL Financial and Russell Investments are not affiliated. This material is intended for informational purposes only, and should only be relied upon when coordinated with specific individualized professional advice, as individual situations will vary. Neither LPL Financial, nor its registered representatives, offer tax or legal advice. Always consult a qualified tax advisor for information as to how taxes may affect your particular situation.