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Tax-Saving Investment & Retirement Strategies after the Tax Cut & Jobs Act of '17 and the SECURE Act of '19 (with 2020 CARES Act update)
This course, taught by Larry Albert of Capital Management Partners, will cover the following tax-related topics for investors:
SECURE and CARES Act Updates
Tax Cut and Jobs Act of 2017 (TCJA)
Tax-Efficient Planning Steps for Retirement
Strategic Retirement Distribution Strategies that save taxes.
Miscellaneous Tax-Saving Investment Ideas.
This class will be held at the Senior Center. Attendees should bring a notebook and a pen.
$25 per person or $35 for 2 family members.
Savvy Social Security: Understanding Social Security and Medicare Benefits
Instructor Larry Albert from Capital Management Partners will cover the basics of maximizing your Social Security and Medicare benefits.
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Roadmap To A Secure Retirement Income: What You Should Be Doing To Ensure Your Financial Security In Retirement
This course will answer the primary concern of pre-tirees. “Meeting my lifetime income needs- will I make it?”
Larry Albert of Capital Management Partners teaches.
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