Financial Education Class
The 2025 tax law changed retirement math.
The One Big Beautiful Bill Act (OBBBA) made some tax provisions permanent and added new ones. Which ones apply to you depends on when and how you take income.
Every attendee receives a free 20-page workbook.
Topics Covered:
- Creating a source of tax-free income with Roth IRAs and conversions
- How higher income affects Social Security and Medicare costs
- Managing the impact of RMDs on your taxable income
- Managing capital gains on investments held for years
Event Details
Thurs, Nov 5 - 5:30-7pm
Bend Central Library, Bend OR
Meeting Room 3, Third Floor
61956 SE Santorini St,
Bend OR 97702
Seats are limited.