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OBBBA-Planning-Tactics-3

HR 1 - better known as the "One Big Beautiful Bill Act" - made permanent some provisions of the Tax Cuts and Jobs Act, passed in 2018. But OBBBA also brought new change to some key areas of tax planning. We've prepared a comprehensive summary of some tactics you might consider adding to your tax plan. 

What You'll Discover Inside:

  • Whether you should take the standard deduction or itemize (plus the new 2026 cash charitable donation deduction for standard deduction filers)
  • Extra deductions and credits if you’re age 65+, have dependents, or are paying for college  
  • How to maximize 2025 and 2026 contributions to your IRA, 401(k), and HSA — including deadlines and catch-up amounts  
  • Key rules for Required Minimum Distributions (RMDs), Qualified Charitable Distributions (QCDs), Roth conversions, and rollovers  
  • Simple steps to avoid underpayment penalties and optimize your withholding for next year

     

    Why Download This Guide?

Created by the team at Annex Wealth Management, this educational resource gives you straightforward, up-to-date information so you can approach tax season with confidence and turn your 2025 return into a powerful planning tool. No sales pitch. Just practical tax strategies you can use right away.