Join the ERRC and Fidelity as we get ready for Tax Season -
How to invest tax-efficiently
Create a strategy to help manage, defer, and reduce federal taxes.
Investing tax-efficiently doesn't have to be complicated, but it does take some planning. While taxes should never be the primary driver of an investment strategy, better tax awareness does have the potential to improve your after-tax returns.
The decisions you make about when to buy and sell investments, and about the specific investments you choose, can help to impact your tax burden. While tax considerations shouldn't drive your investment strategy, consider incorporating these concepts into your ongoing portfolio management process.
Estate planning strategies
Regardless of your income, estate planning is a vital part of your financial plan. Planning ahead can give you greater control, privacy, and security of your legacy. Learn basic principles of how to take action on your estate plan, including what to consider as you choose the people who will support the process our financial plan. Planning ahead can give you greater control, privacy, and security of your legacy.
Increase your tax savings on charitable giving
You can donate appreciated assets to charities and not pay capital gains tax. Giving to charitable causes that are close to your heart is rewarding. Getting a tax break for your generosity can make it even more gratifying—even more so than you may realize.
UCLA Gift Planning
Consider a range of assets to fund your legacy, including appreciated securities, real estate, retirement plans and more. Your gift will have a significant impact
Direct your bequest to any area of UCLA and create a legacy that will help change lives through education, health care, the arts, and breakthroughs in research and technology.
Registration: This event is open to all UCLA retirees and their guests.
There are two sessions available - each has a 30 person maximum capacity.
1. Wednesday, March 25, 2020, 10:00 AM - 11:30 AM
Light refreshments provided
Parking: Valet Parking in front of building on Avenue of the Stars or Self-Parking Garage on Constellation Boulevard just east of Avenue of the Stars. Both options are free, just bring parking ticket for validation.
Questions: Please email Andrew Fung or Ayesha Dixon, or call 310-825-7456
