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
Lisa Gabriel has over 35 years of investment experience designing integrated, strategic wealth management solutions for high-net-worth individuals and families, as well as institutional investors such as Duke Management Company. Lisa is a certified financial planner and also holds the chartered financial consultant (ChFC) designation.