Description
The financial decisions you make today can have a powerful impact on your retirement lifestyle tomorrow—especially when it comes to taxes. With evolving tax laws, rising income thresholds, and increasing retirement complexity, waiting too long to plan can be costly.
What You'll Learn
- How investment tax strategies now can shape the next 20 - years of your financial life
- Tax‑efficient strategies for 401(k)s, IRAs, brokerage accounts, and other savings vehicles
- Potential regulatory changes that may affect your 2026 tax situation
- General considerations for navigating tax decisions
Agenda
- Introduction
- 20 minute presentation
- Q&A
Date and Time
Wed, April 15, 2026
7:00p - 8:00p EST