Reach Us: 352-861-9751 Office Hours: Mon-Fri / 9am-4pm
Online Course Catalog

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.

 

SKU: WI26GBFIN101A

February 11, 2026, 10:00 am to 11:30 am

Building: MTP Education Center
Room: Room 4

(352) 861- 9751

8415 SW 80th Street, Suite 2
Ocala, FL 34481

mtp@masterthepossibilities.org

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Master The Possibilities

A Not-for-Profit Lifelong Learning Center

Master the Possibilities, Inc. provides quality instruction and learning experiences for adult students throughout Marion County, Florida and beyond. We inspire students to explore their interests, uncover their passions, and leverage their talents to make positive changes within themselves and their communities.

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