With our goal of helping you thrive before and during your retirement years, Keen Wealth Advisors is dedicated to providing you with ongoing online education workshops designed to keep you apprised of latest trends and updates that may impact your financial picture in retirement. Please register and join us for these informative webinars.
Please join us for a webinar focused on the most important OBBA (“One Big Beautiful Bill Act”) tax changes affecting pre-retirees (age 50+) and retirees as we head into 2026 and beyond.
This legislation made several major tax provisions permanent and introduced additional changes that may impact your retirement income plan, Social Security taxation, and Medicare premiums.
During this virtual event, we will discuss:
2026 updates to Social Security and Medicare (COLA, earnings test, IRMAA)
Individual tax rate changes made permanent, and what that means for 2026
Standard deduction updates and the new senior deduction (age 65+, income-limited)
SALT deduction cap changes and who may benefit
Estate tax exemption updates and planning considerations
Retirement tax planning opportunities, including Roth conversions and income timing
If you have any specific questions or concerns you'd like us to address during the webinar, please send them to info@keenwealthadvisors.com.
