Year End Tax Planning

When?
Tuesday, November 25, 2025
5:30 PM to 6:30 PM PDT

Who are we?
BetterInvesting (BI) and American Association of Individual Investors (AAII) invite you to a joint webinar focused on our shared mission: helping individual investors gain the tools and confidence to make informed decisions.

Why Attend?
Tax-year 2025 brings some of the most significant tax opportunities we’ve seen in years, but only if you know where to look. With major changes introduced by the One Big Beautiful Bill Act (OBBBA) already in effect and even bigger ones coming in 2026, smart tax planning now can mean real savings later.

Who are the presenters?
Financial planner and BetterInvesting (BI) volunteer Christi Powell, CFP, RICP, will explain the key 2025 rule changes affecting Roth conversions and qualified charitable distributions (QCDs), showing how both strategies can be powerful tools for tax-efficient retirement planning.

AAII’s Charles Robtlut, CFA, will provide a clear overview of the new OBBBA legislation, explaining which provisions are temporary versus permanent. He will guide you through the most important 2025–2026 tax changes, focusing on immediate year-end moves to consider.

How to Register?
https://register.gotowebinar.com/register/671207216803110231