| Baltimore-Washington Financial Advisors invite you to an interactive workshop, “Tax Planning: Continuing Care Retirement Communities.” Seniors today have more housing options than ever before, and understanding the financial implications of those choices can feel overwhelming. Join us as we explore the key considerations involved in moving to a Continuing Care Retirement Community (CCRC), including how payment structures work and what potential tax deductions may be available.
WEBINAR
AUGUST 12, 2026
11:45 AM – 1:00 PM
TOPICS WILL INCLUDE:
- Understanding the differences between CCRCs and other senior housing options
- How CCRC entrance fees and ongoing costs are structured
- What portions of CCRC costs may qualify as medical expenses
- Potential tax deductions associated with CCRC living
- Key financial considerations when deciding whether to move into a CCRC
- How to determine if a CCRC fits your long-term retirement plans
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