AAII + BetterInvesting: Year-End Tax Planning
11/25/2025
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8:30 pm - 9:30 pm ET
Online Event
Cost: Free
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Description
The American Association of Individual Investors (AAII) and BetterInvesting (BI) 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?
2025 brings some of the most significant tax opportunities we’ve seen in years, but only if you know where to look.
With major OBBBA changes already in effect and even bigger ones coming in 2026, smart tax planning now can mean real savings later. Join us for a FREE educational event to uncover the strategies, deductions and IRA moves that matter most this year.
Charles Robtlut, CFA will provide a clear overview of OBBBA legislation and guide you through the most important 2025–2026 tax changes, focusing on immediate year-end moves and which provisions are temporary versus permanent.
Christi Powell, CFP®, RICP® will explain the key 2025 rule changes affecting Roth conversions and QCDs, and show how both strategies can be powerful tools for tax-efficient retirement planning.
What You’ll Learn
· Understand the major OBBBA-driven tax changes for 2025 and 2026, including which benefits are temporary and which are permanent.
· Learn actionable year-end planning strategies for 2025 and key steps to prepare for the significant rule shifts coming in 2026.
· Discover how the updated 2025 rules impact Roth conversions and when converting can create long-term tax advantages.
· Learn why Qualifying Charitable Distributions (QCDs) remain a powerful tax-efficient giving strategy and how to use them effectively.
This is the sixth installment of our monthly webinar series, held on the fourth Tuesday of each month.
Helpful Hints:
View system requirements
Check your system's compatibility
View Join Webinar Guide for Attendees
This webinar will be recorded and available to all members and guests.
Why Attend?
2025 brings some of the most significant tax opportunities we’ve seen in years, but only if you know where to look.
With major OBBBA changes already in effect and even bigger ones coming in 2026, smart tax planning now can mean real savings later. Join us for a FREE educational event to uncover the strategies, deductions and IRA moves that matter most this year.
Charles Robtlut, CFA will provide a clear overview of OBBBA legislation and guide you through the most important 2025–2026 tax changes, focusing on immediate year-end moves and which provisions are temporary versus permanent.
Christi Powell, CFP®, RICP® will explain the key 2025 rule changes affecting Roth conversions and QCDs, and show how both strategies can be powerful tools for tax-efficient retirement planning.
What You’ll Learn
· Understand the major OBBBA-driven tax changes for 2025 and 2026, including which benefits are temporary and which are permanent.
· Learn actionable year-end planning strategies for 2025 and key steps to prepare for the significant rule shifts coming in 2026.
· Discover how the updated 2025 rules impact Roth conversions and when converting can create long-term tax advantages.
· Learn why Qualifying Charitable Distributions (QCDs) remain a powerful tax-efficient giving strategy and how to use them effectively.
This is the sixth installment of our monthly webinar series, held on the fourth Tuesday of each month.
Helpful Hints:
View system requirements
Check your system's compatibility
View Join Webinar Guide for Attendees
This webinar will be recorded and available to all members and guests.
Prerequisite
No prerequisite.
