Learn how thoughtful tax planning can help you keep more of what you’ve earned and make better financial decisions throughout retirement.

In this presentation, we will discuss how to:

• Understand important 2026 tax law changes and how they may affect your financial plan
• Use strategies such as Roth conversions, tax-smart withdrawals, and asset location to help manage taxes over time
• Explore tax-efficient approaches to investing, gifting, and charitable giving as part of your broader retirement and estate strategy