The OBBBA permanently changed several key tax rules for 2026 and beyond. This guide highlights the provisions most likely to impact your planning — and explains why revisiting your strategy now matters.

A personal, practical checklist designed to help you review what matters most in your financial life as you move into 2026.

A thoughtful checklist designed to help you step back, take stock, and decide what deserves attention in 2026 — without pressure or overreaction.

Your tax return looks different in retirement. This handout simplifies the process by breaking down income sources, deductions, and tax planning opportunities so retirees can feel confident and prepared each year.

Your tax return isn’t just paperwork—it’s a snapshot of your financial year. This handout helps working individuals make sense of income, withholdings, and tax breaks so you can file with clarity and confidence.

Discover what the 2025 One Big Beautiful Bill Act means for you in this side-by-side comparison guide. Designed to simplify complex legislation, this essential resource empowers smarter financial planning in the new year.

Need a quick reference for 2025 numbers? This updated two-pager summarizes key tax and planning data post-OBBB—from income thresholds to new deductions—so you can plan with confidence.

Curious about the 20% QBI deduction? This guide breaks down who qualifies, what income counts, and how to plan smarter for tax savings.

Planning income from taxable non-qualified accounts requires strategic tax management to maximize gains and minimize liabilities. This guide outlines key strategies to structure withdrawals efficiently.

Understanding the rules for penalty-free IRA withdrawals can help you maximize your retirement savings without unexpected fees. Learn who qualifies and how to withdraw wisely.

Understanding how taxation applies to your income sources and withdrawals is essential for effective financial planning. This guide covers key strategies to minimize tax liabilities and maximize your income efficiency.

A Roth IRA conversion can be a powerful tax-planning tool—but only if done correctly. Learn the rules that determine whether your conversion is penalty-free and how to optimize your retirement strategy.