1040 Review: 2025

Thursday, December 11, 2025
4:00 p.m. ET / 1:00 p.m. PT

Register today. Space is limited.

Your client’s IRS form 1040 is a window to their financial and investing health. Let’s face it, nobody wants to pay more taxes than they must. Fortunately, a knowledgeable advisor can help lessen their tax burdens while uncovering planning opportunities. Join us as we discuss strategies for reviewing your clients' 1040s to identify tax inefficiencies and how tax deferral* may help to lower annual tax bills.
















*Tax deferral offers no additional value if an IRA or qualified plan, such as a 401(k), is used to fund an annuity and may be found at a lower cost in other investment products. It also may not be available if the annuity is owned by a legal entity such as a corporation or certain types of trusts.

This webinar is for financial professionals only.

FOR INSTITUTIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION OR USE WITH RETAIL INVESTORS.

Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer’s individual set of facts and circumstances. You should rely on your own independent advisors as to any tax, accounting, or legal statements made herein.

Annuities are long-term, tax-deferred vehicles designed for retirement and are insurance contracts. Variable annuities and registered index-linked annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax for withdrawals before age 59½ unless an exception to the tax is met.

Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company® (Home Office: Lansing, Michigan), and Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York). Jackson National Life Distributors LLC, member FINRA.