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Nov
3
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.