Tax Planning Tips for Older Adults

Tax planning isn’t just something to think about in April! Join us for an informative and timely conversation about tax planning throughout the year and the key opportunities older adults and families should know about.

About the Event and What you'll learn:

• Learn why year-round tax planning matters and the key considerations older adults should keep in mind.
• Explore the Enhanced Senior Deduction and Roth conversion opportunities to help make the most of your retirement income.
• Learn about charitable giving strategies, plus other important considerations for older adults.

About the Series:

Let’s Talk Dinero with AARP^TM is a monthly series providing information and resources to help you build financial resilience and security. AARP California partners with financial pros to talk about asset protection, debt management, managing caregiving costs, retirement planning, entrepreneurship and more.

How to Join:

Please note that you must be signed in to your AARP.org account or create an account to register for events. AARP membership is not required.