New Tax Law Changes
Wed, Apr 22
|Sage Rutty & Company
Why do most people pay more in taxes than necessary? Often, they aren’t implementing customized tax planning techniques. Join us to learn about our strategies to reduce income taxes, Medicare premiums, inheritance taxes and more for proactive tax planning methods for next year.
Time & Location
Apr 22, 2026, 12:00 PM – 1:00 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…