Money & You With Jorgen Vik

Money & You With Jorgen Vik
Tuesday, February 13, 2018

Details:

Tuesday, October 9, 10:00 -11:30 am
Should you convert to a tax-exempt Roth IRA? Is it worth the price to pay taxes now in order not to pay later? What are the rules for Roth conversions?
 
Tuesday, November 13, 10:00am-11:30am
How do I incorporate my home in my asset allocation?
There is a lot of talk about stocks, bonds, rental properties, etc., but how do we incorporate the value of our personal residence in our investment and financial plans? Free and open to the community.

 

Tuesday, December 11, 10:00 -11:30 am
Tax efficient giving
‘Tis the season for giving. What are the tax rules for gifting of money and other assets? Maybe a Qualified Charitable Distribution from your IRA makes sense, or gifting through a Donor Advised Fund. Discussion will cover these and other ways to give of your assets. Free and open to the community.
 

Jorgen Vik, CFP®, is a CERTIFIED FINANCIAL PLANNER™ and partner of the SKV Group, LLC, a Charlottesville based wealth management company. Jorgen has worked in the financial services industry since 2001. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. SKV Group is a separate entity from WFAFN.

Open to all.

Location:
The Center

Fee: free