Roth Conversion and Charitable Giving Webinar

What do you want your legacy to be?

If you’re currently or soon-to-be retired, between the ages of 60 and 72, and are looking for ways to build a tax-efficient legacy, this webinar is for you! Join the Kendall Capital team on Tuesday, October 1st as we examine best practices for Roth conversions and charitable giving via the Donor-Advised Fund. We’ll also explore how these strategies can be combined to achieve greater tax efficiency today and in retirement.

As always, we encourage you to invite a friend, colleague, or family member whom you think would benefit from learning more on this topic. This webinar will be open to both clients and prospective clients of our firm.

We look forward to seeing you.

RSVP: Please register by Friday, September 27th. If you have questions, please reach out to Nina Smith at nsmith@kendallcapital.com or 240-801-7920.