AAII BetterInvesting: 2025-2026 Tax Planning: Essential Year-End Moves for Smart Investors скачать в хорошем качестве

AAII BetterInvesting: 2025-2026 Tax Planning: Essential Year-End Moves for Smart Investors

BetterInvesting and the American Association of Individual Investors (AAII) invite you to a critical joint webinar focused on navigating the most significant tax opportunities in years. With major One Big Beautiful Bill Act (OBBBA) changes in effect now and even bigger shifts coming in 2026, smart tax planning is essential for real savings. Join us for this FREE educational event to uncover the strategies, deductions, and IRA moves that matter most to individual investors this year. 💡 What You'll Learn: Understand Major Tax Changes: Get a clear overview of the OBBBA legislation and the most important 2025–2026 tax changes, including which benefits are temporary versus permanent. Actionable Year-End Strategies: Learn immediate year-end planning moves for 2025 and key steps to prepare for the significant rule shifts arriving in 2026. Roth Conversion Impact: Discover how the updated 2025 rules impact Roth conversions and when converting can create long-term tax advantages for your retirement. QCDs Explained: Learn why Qualifying Charitable Distributions (QCDs) remain a powerful, tax-efficient giving strategy and how to use them effectively.  Meet your Presenters Charles Rotblut, CFA, is a vice president and financial analyst at AAII. He is the editor of the AAII Journal, created both the PRISM Wealth-Building Process and VMQ Stocks, co-created AAII Dividend Investing and authors the weekly AAII Investor Update email. Rotblut regularly speaks to the media, including CNBC and Kiplinger. He is a former Wall Street Journal expert panelist. His book, “Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio,” was published in November 2010. Rotblut holds the Chartered Financial Analyst (CFA) designation and has analyzed both publicly traded and privately held companies. Christi Powell, CFP®, RICP®, is the founder and owner of Falcon Financial of Oklahoma, LLC, in Edmond, OK. Her goal is to help clients achieve their financial and personal goals with as little risk as possible, using low-cost, transparent ongoing management. Christi has held the Certified Financial Planner® (CFP®) designation since 2007 and also holds the Retirement Income Certified Professional® (RICP®) designation. She is a member of the board of directors of the Financial Planning Association of Central Oklahoma. Christi is a long-term volunteer with BetterInvesting, a non-profit dedicated to educating and empowering individual investors and clubs to be successful long-term investors. She has served as a local, regional and national volunteer since 2000 and is a popular instructor at many events.