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Course Description

A major tax bill has just become law, and it could significantly impact tax liability in retirement. This class will cover how recent changes affect Social Security taxation, IRA and 401(k) withdraws, capital gains, and require minimum distributions. Explore how the enhanced standard deduction for those ages 65 and over can open the door to powerful new tax-planning strategies. Whether already retired or retiring soon, learn practical ways to reduce taxes, protect your income, and make the most of the new law.
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