Tax Savvy Seniors: Smart Strategies for Financial Peace of Mind
Harmony at Tucker Station, 12523 Taylorsville Rd, Louisville, KY 40299
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Join Us!
Speakers:
Amanda Russo, Realtor, SRES
J. Exum Group, Keller Williams Louisville East
Jeremy M. Sickles, CFP®, BFA™ & Taylor Davis Hill
Join us for an informative Lunch and Learn designed to help navigate the complexities of taxes and financial planning.
Our speakers will cover essential topics as tax deductions and estate planning, retirement account management and strategies to minimize your tax burden.
Conversation Overview
Estate Planning:
- Understand the importance of estate planning and its impact on tax liabilities.
- Learn about tax-efficient strategies to preserve wealth for future generations.
- Explore tools like wills, trusts, and gifts to minimize estate taxes.
Retirement Planning:
- How different retirement income sources are taxed
- Implications of required minimum distributions (RMDs)
Real Estate Considerations:
- Tax implications of selling or transferring real estate assets.
- Capital gains taxes and exclusions available for primary residence.