Exploring Tax Efficient Strategies Beyond Investment and Retirement Planning

T. Rowe Price

When people think of tax efficiency, they often associate it with investments and retirement planning. However, your clients may not realize the full scope of tax efficiency strategies you employ on their behalf. Beyond investments and retirement, there are other ways to incorporate tax efficiency into your clients’ financial plans, including strategies around estate planning, charitable giving, 529 college savings plans, and year-end planning. 

Join Stuart Ritter, a Certified Financial Planner® and Insights Director at T. Rowe Price, as he engages with several T. Rowe Price subject matter experts to explore these strategies. Learn actionable insights and tools to incorporate them into your quarterly client meetings, demonstrating the value you provide your clients throughout the year. Don't miss this opportunity to expand your toolkit and elevate your client engagements. 

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