Income Tax Issues for Older Adults: Basics and Beyond   

This presentation will be taught by a financial educator who holds the certified financial planner® designation but does not sell consumer financial products or services. The session will discuss current income tax laws, basic income tax concepts, tax issues of particular concern to older adults (e.g., standard deductions, required minimum distributions, Social Security taxation, IRMAA, and qualified charitable deductions), tax preparation methods, and income tax resources.