Keen On Retirement

In this webinar we 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. Areas of discussion included: 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

This virtual event will be an opportunity to gain insights into the financial landscape as we delve into the 2025 market recap and unveil our 2026 market outlook. The webinar delved into the following topics: An overview of the key events and trends that shaped the 2025 market landscape Our 2026 market outlook, highlighting potential opportunities and challenges A special holiday message from our Keen Wealth Advisors team and families

Retirement is a life changing event that can be really exciting...and maybe even a little scary. Are you prepared for the next phase of your life? The webinar delved into the following topics: How to maximize Social Security benefits How to minimize retirement taxes, especially with 401(k) or pension assets How to avoid running out of money when you need it the most What Medicare will really cost you How to dial in your spending plan before retirement How to avoid common pitfalls that many retirees face

Don't miss the 2025 Q4 Market Update Webinar - Gain Insights on the Economy & Markets. The webinar delved into the following topics: - Federal Reserve's interest rate expectations for 2025 - Economic growth trends - Corporate earnings analysis - Inflation forecasts

One of the most important decisions you can make is deciding when to claim Social Security. Whether you are single, married, divorced, or widowed, there are ways to maximize the lifetime benefits you receive. During this event, we discussed the critical things to think about when incorporating Social Security into your retirement planning. Areas of discussion included: - Who is eligible for Social Security? - How your benefit is calculated - The taxation of Social Security benefits - Maximizing spousal and survivor benefits - Will Social Security be there for me? - When to delay, when to file early, and why?

Don't miss the 2025 Q3 Market Update Webinar - Gain Insights on the Economy & Markets. The webinar delved into the following topics: - Federal Reserve's interest rate expectations for 2025 - Economic growth trends - Corporate earnings analysis - Inflation forecasts