Retirement Tax and Legacy Planning

Retirement Tax & Legacy Planning — OBBA Update demystifies the complex decisions that shape your financial future. From retirement timing and income strategies to trusts, tax rules, and estate planning essentials, each choice can significantly affect your long-term security and the legacy you leave behind. This workshop simplifies these critical topics and incorporates the latest guidance from the One, Big Beautiful Bill Act (OBBA).

WHAT YOU WILL LEARN: 

• How the One, Big Beautiful Bill Act (OBBA) may affect your retirement time-lines, tax planning, and estate strategies
• Why your IRA withdrawals may not land you in a lower tax bracket
• New RMD rules and how to navigate them to avoid increasing your taxable income
• Steps to estimate the amount of money you’ll need in retirement to meet your goals, factoring
• How Social Security income is taxed and how to plan properly The importance of wills, trusts, and beneficiary designations
• Strategies to minimize taxes and maximize wealth transfer
• How to protect your loved ones from the stress and costs of probate
• Common estate planning mistakes, and how to avoid them

...and more