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Events and Webinars

Optimizing Retirement Income with Tax-Efficient RMDs

In this webinar, which originally aired on September 30, 2025, Dave Mace, a Financial Planner on Wealth Enhancement’s Advanced Planning team, discusses all things RMDs.
10/1/2025
Blog

What You Need to Know About the “One Big, Beautiful Bill”

Explore the key changes in the 2025 One Big, Beautiful Bill (OBBB) tax law—including permanent tax cuts, expanded deductions, estate tax updates, bonus depreciation, and more.
Wiley Stephens
7/7/2025
Blog

Social Security Fairness Act: Five Financial Planning Issues to Revisit

The Social Security Fairness Act repeals WEP and GPO, restoring full benefits to millions of public-sector retirees. Learn how this historic change impacts your Social Security payments, taxes, and retirement planning.
Daniel Goodman CFP®, CLU®
4/3/2025
Blog

How to Calculate Capital Gains Tax

Understanding capital gains tax is essential for savvy investors. If you're aiming to maximize your returns, you need to know when you'll encounter capital gains taxes and how to deal with them.
Ryan McKeown CFP®, CPA
9/27/2024
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