AAII + BetterInvesting: Year End Tax Planning

The American Association of Individual Investors held a live webinar event on Tuesday, November 25, 2025, presented by AAII’s Charles Rotblut, CFA, and BetterInvesting volunteer Christi Powell, CFP, RICP.

Tax-year 2025 brings some of the most significant tax opportunities we’ve seen in years, but only if you know where to look.

With major changes introduced by the One Big Beautiful Bill Act (OBBBA) already in effect and even bigger ones coming in 2026, smart tax planning now can mean real savings later.

AAII’s Charles Robtlut, CFA, provides a clear overview of the new OBBBA legislation, explaining which provisions are temporary versus permanent. He guides you through the most important 2025–2026 tax changes, focusing on immediate year-end moves to consider.

Financial planner and BetterInvesting volunteer Christi Powell, CFP, RICP, explains the key 2025 rule changes affecting Roth conversions and qualified charitable distributions (QCDs), showing how both strategies can be powerful tools for tax-efficient retirement planning.

This is the sixth and final installment for 2025 of the AAII and BetterInvesting webinar series, held on the fourth Tuesday of each month.

Watch this webinar and learn:
The major OBBBA-driven tax changes for 2025 and 2026.
Actionable year-end strategies for 2025 and key steps to prepare for 2026.
How the updated 2025 rules impact Roth conversions.
Why QCDs remain a powerful tax-efficient giving strategy.

“The Key OBBB Act Tax Changes for Individual Investors” by Charles Rotblut (https://www.aaii.com/investor-update/...)

“What the One Big Beautiful Bill Act Means for Your Taxes” by Charles Rotblut (https://www.aaii.com/journal/article/...)

“An Investor's Guide to Understanding 1099 Tax Forms” by Cynthia McLaughlin (https://www.aaii.com/journal/article/...)

“For Qualified Charitable Distributions, Timing Is Everything” by Brian Dobbis (https://www.aaii.com/journal/article/...)

December 2025 AAII Journal (https://www.aaii.com/journal)

AAII 2025–2026 Tax Guide (https://www.aaii.com/guides/taxguide)

Special Offers
AAII’s Special Offer on A+ Investor (AAII Plus) (https://invest.aaii.com/betterinvesting)
BetterInvesting’s Special Offer on Membership (https://betterinvesting.org/aaii)

Register for upcoming webinars: https://www.aaii.com/webinars

Want more financial education? Learn more about AAII at https://www.aaii.com

ABOUT AAII
The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

AAII + BetterInvesting: Year-End Tax Planning | AAII