Wealthyist E78 | 2026 Year-End Tax Planning: The Sunset That Never Came

Podcast: Wealthyist · Annex Wealth Management

Opublikowano: 2026-09-25

This week on Wealthyist, Kent Haleen sits down with Jenny Jesse, manager of Annex’s financial planning team and lead author of the firm’s year-end guide, Turning the Page on 2026. Jenny traces her path from intern to planning lead and gets to the point: OBBBA locked in the TCJA rates, so high-net-worth families are no longer planning against a sunset. The work this year is using the code that is actually in place. The moves she sees most: Roth conversions while the 12%, 22%, and 24% brackets are still historically cheap, and using the higher SALT cap—income...