March webinar: Three-dimensional tax planning with Capital Group® and SEI

Learn about actionable tax-saving ideas for your clients and prospects. We'll discuss:

• The difference between tax advice and planning: Educate to motivate then activate
• 2022 tax return review: What actions you should take
• 2022 mutual fund capital gain distributions & IRA contributions: What can still be done about 2022
• SECURE Act 2.0: What matters and what doesn’t

Important information: 

*CE credit offered only to CFP and CPA affiliations. No insurance credits provided.

SEI® and Capital Group® are non-affiliated separate legal entities.

All Capital Group trademarks are registered trademarks owned by The Capital Group Companies, Inc. or an affiliated company. All other company and product names mentioned are the trademarks or registered trademarks of their respective companies.

Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI).

There are risks involved with investing, including loss of principal. Material to be presented represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice and is intended for educational purposes only.

Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.

For Financial Intermediary Use Only. Not for Public Distribution.