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BEGIN:VEVENT
URL:https://www.learndesk.us/class/4537526507274240/lesson/aae58e08071ad79a00702a1bee4c6438?ref=outlook-calendar
SUMMARY:Session Eight: Tax Strategies to Increase Net Income and Legacy Value
DTSTART;TZID=America/Los_Angeles:20260405T190000
DTEND;TZID=America/Los_Angeles:20260405T200000
LOCATION:https://www.learndesk.us/class/4537526507274240/lesson/aae58e08071ad79a00702a1bee4c6438?ref=outlook-calendar
DESCRIPTION: 
Class members will learn:

To spot hidden tax traps that can reduce both income and legacy values
Effective strategies for Lowering Taxes that include

Social Security filing strategies
"Doing well by doing good" - using charitable giving strategies to increase lifetime net income
Changes to required minimum distributions and "Stretch IRAs" as a result of the Secure Act of 2018
Roth conversion strategies to lower the impact of converting assets into a tax-free source of future income
Options for postponing RMDs until as late as age 85 up to $125,000 of your IRA money
Make lemonade out of lemons by redistributing RMDs into a tax-free bucket for income and inheritance
Defusing tax bombs on your inheritance by using wealth replacement trusts on your IRAs





https://www.learndesk.us/class/4537526507274240/lesson/aae58e08071ad79a00702a1bee4c6438?ref=outlook-calendar
STATUS:CONFIRMED
SEQUENCE:3
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DESCRIPTION:Class Reminder
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