12:00 PM - 12:30 PM

Join Nick Mirabito and Chris Moen, Wealth Management Officers at Hills Bank, as they break down essential tax-smart strategies for investors. Topics include tax-loss harvesting, optimizing tax-advantaged accounts, strategic asset location, evaluating tax-efficient investments, planning withdrawals, Roth conversions, and tax-friendly charitable giving. The focus is simple: reducing tax liability and maximizing after-tax returns.

Investment products are not insured by the FDIC, are not deposits, and may lose value.