Exclusive Webinar for Corporate Employees:
Tax rules and thresholds change regularly, and 2026 is shaping up to be an important year for planning. This webinar reviews five key tax strategies individuals often consider as laws evolve, including income timing, retirement account distributions, and bracket management.
We’ll also discuss how these strategies may apply differently depending on employment status, retirement timing, and income sources. Attendees will gain insight into how tax planning connects to a broader financial picture as new rules approach.
Topic: 5 Tax Planning Strategies You Need to Know in 2026!
Date: 2/26/2026
Time: 10:00 am PST
Platform: Click Meeting
Registration: link
Hosted by: Michael Corgiat
Topics Will Include:
- Understanding taxes and penalties during the retirement process.
- What exactly are taxable events and how can they be addressed through planning?
- Understanding IRA withdrawal penalties and regulations.
- What are some exceptions to standard IRS rules?
- How to Prepare for a potential Tax Increase under the Biden plan.
- Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage corporate employees to reserve their spot at the earliest to benefit from this exclusive opportunity.
For more information or to register for the webinar, please visit this link or call us at: 800-900-5867.
A little bit more about Michael Corgiat
Michael Corgiat prides himself on helping corporate employees make their transition into retirement. He has been working with corporate clients for over 25 years. In his free time, he enjoys visiting national parks and spending time with his grandsons.
About The Retirement Group
The Retirement Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and stability to provide financial independence.
Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams.
Disclaimer
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 assured. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.