Tax Seminar: Led by CEO of GenerationTax (SLO Wellness Week)

Both in person and virtual options available.

Join Lewis Weinstein, CEO of GenerationTax for a tax seminar on deducting your MBA tuition expenses on your tax returns and the tax ramifications of working remotely. The session will also explain how converting your 401k or IRA to a Roth IRA while in school could save you hundreds of thousands of dollars. This very helpful talk has been much appreciated by Sloanies in the past. The event is co-sponsored by the Financial Literacy Club and the MCC and is open to all students.

Topics Covered:
• Deducting MBA tuition & case material expenses on your tax return
• Converting Your 401(k) or Traditional IRA to a Roth IRA
• Withdrawing funds from your IRA – penalty free
• Making a backdoor Roth IRA contribution
• Recognizing capital gains in low income years
• Claiming the proper withholding allowances when you return to work
• Working remotely
• A Q&A session

MIT Financial Literacy Club | Website | View More Events
Co-hosted with: Management Consulting Club, Student Life

Contact the organizers