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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)
Nov
3
tax, money, financial, retirement

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.

SIGN UP HERE!

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