Year-End Tax Moves That Could Save Corporate Retirees Thousands

Date

Thursday, October 22, 2026

Time

12:00 PM America/Los Angeles

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Agenda

About this event

As the end of the year approaches, many corporate retirees miss planning opportunities that may affect their upcoming tax bill. The weeks before December 31 can be one of the most important windows for reviewing tax-related decisions. In this webinar, we'll discuss year-end strategies such as Roth conversions, tax-loss harvesting, charitable giving opportunities, and withdrawal planning considerations. Attend to learn which moves may deserve a closer look before the calendar turns to 2027.

Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is not affiliated with or endorsed by your company. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.

The Retirement Group
5414 Oberlin Drive
San Diego, CA 92121
(800) 900-5867

Wesley Boudreaux

Wesley Boudreaux is an SVP, Financial Advisor at Wealth Enhancement. He has been working with corporate clients for more than 20 years, allowing him to become very familiar with corporate benefits plans. This allows him to provide you a full understanding of your benefits as you transition into retirement. Making a single mistake during this period can cost you greatly and Wesley will help you avoid these mistakes and truly understand and achieve your retirement goals. Prior to joining The Retirement Group, Wesley held positions as a Financial Advisor at Fidelity Investments, UBS, and Morgan Stanley Smith Barney. This has given him the unique experience of working at a discount brokerage firm and 2 major wirehouse firms. Understanding the pros & cons of these firms, led him to make the move to an independent firm (The Retirement Group) allowing him the opportunity to provide Fortune 500 clients with unbiased solutions. MarketWatch, along with several ABC, NBC & Fox Affiliates have featured Wesley's articles.

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