NEW TAX LAW ALERT! This two-part class will help retirees navigate the sweeping changes introduced in the One Big Beautiful Bill Act (OBBBA). What do Retirees need to know about the new tax law?
Session 1: Learn the new provisions of the OBBBA, including updates to income tax rates, deductions, retirement accounts, estate tax exemptions, and other rules that can directly impact retirees.
Session 2: Discover practical, hands-on strategies to help you potentially reduce your tax bill in retirement. One of the safest ways to increase the return on your money is to legally pay less tax. In this session, your instructor will show real-life strategies to reduce tax bills in retirement.