Smart Tax Strategies for Retirement

Learn how to avoid paying the IRS more than necessary in retirement using strategies your advisor might not be telling you.

Learn how to avoid paying the IRS more than necessary in retirement using strategies your advisor might not be telling you.

Recent tax legislation—including the SECURE Act (signed Dec. 20, 2019), SECURE Act 2.0 (signed Dec. 29, 2022), and the OBBBA (signed in 2025)—has changed how you should approach retirement, investing, and taxes.

Join Steve Jefferys, CFP, CFA, for a workshop on how these updates impact your financial plan. We’ll cover key topics including Roth conversions, updated IRA distribution rules, tax bracket management, avoiding additional Medicare taxes and charitable giving approaches such as Qualified Charitable Distributions (QCDs).

Questions about this program? Contact the branch 240-773-9515.

Accommodation Requests

People who are Deaf or Hard of Hearing should request English-language captioning or sign-language interpretation at least five days before the library-sponsored program they plan to attend. Contact the Assistant Facilities and Accessibility Program Manager at 240-777-0002 with all other accommodation requests.

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