WEBVTT

1
00:00:00.291 --> 00:00:02.460
Hi, I'm Alicia Waltenberger,

2
00:00:02.460 --> 00:00:05.005
Senior Director of Wealth Planning Strategies

3
00:00:05.005 --> 00:00:07.382
at TIAA Wealth Management.

4
00:00:07.382 --> 00:00:11.052
As 2025 winds down, I'm excited
to share highlights

5
00:00:11.052 --> 00:00:13.221
from our brand-new Tax Planning Guide,

6
00:00:13.221 --> 00:00:17.559
titled "Optimizing you wealth: Big bill, bigger moves."

7
00:00:17.559 --> 00:00:20.270
This year's guide is especially timely.

8
00:00:20.270 --> 00:00:24.232
Since the One Big Beautiful Bill
was signed into law on July 4th,

9
00:00:24.232 --> 00:00:26.860
the tax landscape has shifted dramatically

10
00:00:26.860 --> 00:00:31.281
bringing new rules, new thresholds,
and new opportunities.

11
00:00:31.281 --> 00:00:34.034
In this guide,
we break it all down for you -

12
00:00:34.034 --> 00:00:37.912
from the key income tax provisions
of the new legislation

13
00:00:37.912 --> 00:00:41.291
to smart strategies
for managing retirement assets.

14
00:00:41.291 --> 00:00:46.254
We also cover charitable, gift and estate
tax planning opportunities.

15
00:00:46.254 --> 00:00:50.133
It's everything you need to know
to make the most of your wealth.

16
00:00:50.133 --> 00:00:54.471
Whether you're preparing for 2026
or looking to make informed decisions

17
00:00:54.471 --> 00:00:56.514
before year-end, take a moment

18
00:00:56.514 --> 00:01:00.435
to review our guide and discover
how the latest tax law changes

19
00:01:00.435 --> 00:01:05.398
can help you make smarter moves
to optimize your wealth with confidence.