Hi Jan,

 There’s a reason tax planning is one of the most overlooked parts of retirement, and one of the most powerful when done right.

That’s why I’m hosting a live session on Wednesday, January 28 at 1:00 PM ET, focused on practical ways to make better tax decisions in retirement.

Tax Planning for Retirement in 2026
Click here to reserve your spot

We’ll cover: 
  • What most people misunderstand about retirement income and taxes 
  • How to evaluate Roth conversions in context 
  • Which accounts to draw from and when 

We’ll also discuss how tax planning fits into the bigger picture laid out in the new Third Edition of my Retirement Planning Guidebook, which is now available.

Everyone who registers will receive access to the replay, so even if you’re not sure you can attend live, I encourage you to sign up now. 

I hope you'll join me,
Wade Pfau Ph.D, CFA®, RICP®
Retirement Researcher

P.S. Have a friend or family member who’s wrestling with these same questions? Forward this email so they can join us too.


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Retirement Researcher, 1900 Gallows Rd, Suite 350, Tysons, VA 22182, US