Tax Investments

Presenters

Ron Walker, Merrill Lynch Pierce Fenner & Smith Inc.

Tax investments are one of the vehicles that many investors may consider to reach their personal financial goals. A good tax investment lets you use dollars that would otherwise be paid in taxes, along with some out of your own pocket, to acquire assets that will help increase your net worth. To understand how it works, you have to look at how a tax investment is set up, as well as what it does.

Presentation Information

Annual Conference Info

NEXT CONFERENCE: APRIL 15-18, 2024