Lunch & Learn: Taxes
Taxes can be confusing, especially if you haven’t had to file a return before. This discussion will cover the basics of the income and gift taxes from how they work to how to file. This discussion will focus more on the basics, with some minor commentary on the changes related to the new tax laws.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.
Securities and advisory services offered through LPL Financial, a registered investment adviser and member
. Insurance products offered through LPL Financial or its licensed affiliates. The Credit Union and LPL Financial are not affiliated. The investment products sold through LPL Financial are not insured MIT Federal Credit Union deposits and are not NCUA insured. These products are not obligations of the MIT Federal Credit Union and are not endorsed, recommended or guaranteed by MIT Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
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