Course Description

IN PERSON: Are you making the most of your resources in retirement? Are taxes cramping your retirement lifestyle? Is a Roth IRA conversion “tax smart” for you? Are you paying unnecessary taxes? Are you aware that individual tax rates are set to increase on January 1, 2026, and the estate exemption amount is set to decrease? Are you prepared? Do you know how to position your money, structure your income flow and minimize your taxes to stretch your financial resources? Are you using qualified charitable distributions to your advantage? Are you prepared for the “widow’s tax”? In this lecture-based course, you will learn: ways to lessen “tax drag” on your investments and gain tax efficiency by managing your income flow; how your income impacts your Medicare premiums; and why positioning investments strategically, managing required minimum distributions and using tax smart ways to withdraw money from your investment accounts can increase the years that your money will last in retirement. | Lecture + Q&A.

Max enrollment: 30.

Location: Judea Reform Congregation, 1933 W. Cornwallis Rd, Durham NC 27705

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Section Title
Tax-Smart Retirement Strategies
Classroom - In Person
11:00AM to 12:30PM
Jan 29, 2024 to Mar 04, 2024
Schedule and Location
Contact Hours
Delivery Options
Classroom - In Person  
Course Fees
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