2025 Tax Law Changes: Seize the Opportunities
Tue, Nov 18
|Sage Rutty & Company
2025 tax laws introduced new rules that could significantly impact your finances in retirement. In this session, we’ll break down what’s changing and how you might turn these shifts into strategic opportunities.
Time & Location
Nov 18, 2025, 12:00 PM – 1:30 PM
Sage Rutty & Company, 100 Corporate Woods #300, Rochester, NY 14623, USA
Guests
About the event
The 2025 tax law changes introduced new rules that could significantly affect how individuals plan for and manage their finances in retirement. Understanding these changes is an important step in making informed decisions about your long-term financial strategy.
In this educational seminar, Zachary Armstrong, CFP®, will review the most notable provisions of the new tax laws and explain how they may interact with areas such as retirement withdrawals, investment income, and estate considerations. We will also discuss the role of proactive tax planning in helping individuals adapt to a changing tax landscape.
The session will highlight a range of planning considerations, including Required Minimum Distributions (RMDs), capital gains, and charitable giving strategies. Attendees will learn how tax law changes can influence their financial picture and gain insights to help guide conversations with tax and financial professionals.
Whether you are approaching retirement or already retired, this seminar will provide valuable information…