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Tax-free Investing: It’s Not What You Make, It’s What You Keep

February 8, 5:30pm7pm.
Tax-free Investing: It’s Not What You Make, It’s What You Keep is designed to help inform individuals of the benefits and considerations of choosing investments that offer tax advantages. Participants will learn:

Overview of tax-advantaged investing – Tax-exempt/tax-free – Form 1040 – Reducing taxable income – Taxable versus tax-free comparison

• 4 ways to own muni bonds – Individual bonds – Unit investment trusts (UITs) – Mutual funds – Exchange-traded funds (ETFs)

• Other tax-advantaged options – Traditional and Roth IRA – Traditional and Roth 401(k) and 403(b) – Tax-free money market fund

• Portfolio protection strategy – Life Insurance

• Quick reference guides – Benefits – Risks

About Joshua Marino

Josh grew up on the north fork of Long Island, where his family has lived for five generations. He graduated from Mattituck High School and Sawyer Business School at Suffolk University in Boston MA, with a BSBA and finance focus. He began working in the financial industry in 2009 with a boutique wealth management firm. He became a financial advisor because he enjoys helping others approach their financial goals in a meaningful way.

To Register: Call (631) 324-0222 Ext. 3, Stop by the Adult Reference Desk OR Visit www.eventbrite.com…


159 Main St
East Hampton, NY 11937