IN PERSON: Do you know how the OBBB (One Big Beautiful Bill) Act impacts you? Many retirees are surprised to learn of its impact on the taxes on retirement cash flows and investments, as well as on legacy and charitable planning. Are you making tax-smart decisions, or leaving the IRS a "tip"? Students will gain a functional understanding of how your financial and investment decisions impact your taxes in retirement and how to minimize your tax burden through tax-smart retirement and investment strategies, as well as estate planning strategies, that will benefit you and your heirs. | Lecture + Q&A.
Max enrollment: 24.
Location: Judea Reform Congregation, 1933 W. Cornwallis Rd, Durham NC 27705
