IN PERSON: Are you making tax-smart decisions or leaving the IRS a “tip”? Taking full advantage of the “Big Beautiful Bill”? Most retirees are surprised by how profoundly taxes can shape their retirement cash flow, investment outcomes, charitable giving, and the legacy they leave behind. In this course, you will develop a practical working understanding of how your retirement income sources, investment choices, and withdrawal strategies interact with the tax code. You will learn how to reduce your lifetime taxes, optimize your portfolio and distributions, and structure your estate and charitable plans to protect your wealth and benefit the people and causes you care about. | Lecture + Q&A.
Max enrollment: 25.
Location: Judea Reform Congregation, 1933 W. Cornwallis Rd, Durham NC 27705
