The Retiree’s Edge: Tax, Investing, and Income Strategies with Raul Shah, A&S '16

Course Title: The Retiree’s Edge: Tax, Investing, and Income Strategies 

Instructor: Raul Shah, A&S '16

Brought to you by Odyssey  

January 27, 2026 - March 3, 2026 (6 Sessions) 

Tuesdays,  6:00PM ET - 8:00PM ET 

Virtual via Zoom

Course Description: This course empowers retirees to take control of their financial future with actionable strategies designed to reduce lifetime taxes, build an investment portfolio positioned for resilience, and incorporate charitable giving into a broader financial plan. Students will learn practical tax planning moves such as Roth conversions, tax-efficient withdrawals, and required minimum distribution strategies, while also exploring investment portfolio construction through a value investing lens. 

The course will also examine ways to make a lasting impact through donor-advised funds and qualified charitable distributions. Through real-life scenarios and hands-on exercises, participants will leave with concrete steps to improve their retirement outcomes and confidently navigate financial decisions.

Explore more lifelong learning opportunities in our full SPRING 2026 Odyssey Catalog

_____________________________________________________________________________________________________

Johns Hopkins Tuition Remission Policies 

Tuition benefits are available to University faculty, staff, and retirees only. Employees of Johns Hopkins Hospital, Johns Hopkins Medical Institutions, or the Applied Physics Laboratory should contact your institution’s Human Resources office for information about tuition remission and eligibility:

• Johns Hopkins Hospitals and Medical Institutions: https://www.hopkinsmedicine.org/human-resources/benefits/tuition-assistance

• Johns Hopkins Applied Physics Laboratory: https://www.jhuapl.edu/careers/professional-development

Select the correct ticket pricing during registration. If we cannot confirm your university eligibility, you will be requested to pay the full registration price for each course. Complete eligibility details can be found here.

Withdrawals & Refunds:

If a course is canceled or closed, the registrant is notified immediately, and a full refund is processed automatically unless another course is requested. Registrants who wish to withdraw from an active course must complete the online Odyssey Refund Request Form. Attach any documentation to support your request (e.g., medical documentation, family crisis documentation, etc.).

• 100% refund: Prior to the start of the course and after the first class.

• No refunds: After the first week of each course unless in exceptional cases.

For single-session courses:
100% refundable within two (2) business days of the event.

Please note, refunds apply only to the tuition portion of an Odyssey participant’s charges and are not applicable to any fees or gifts made to the Johns Hopkins Alumni Association. Registrants will be notified by email if a refund is approved within five (5) business days.