Investment Account and Tax Planning Basics

Thursday May 24, 2018 12:00 PM to 12:45 PM

Josh Kunde, CPA at Poston Denney and Killpack, and Jimmy Hancock, Investment Advisor for Preferred Retirement Options will be teaming up to do a class on the basics of investment accounts and tax planning.  We will discuss all the different investment and retirement accounts available, including 401k’s, Simple IRA’s, Sep IRA’s, Traditional IRA’s, Roth IRA’s and personal investing accounts.   We will discuss strategies to help you save on taxes and get the best investment returns.

Location- Poston Denney and Killpack Conference Room- 3400 Merlin Dr, Idaho Falls, ID 83404

Lunch will be served.

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