Tuesday, January 13, 2026
4:00 p.m. ET / 1:00 p.m. PT
Beginning in 2026, several major legislative changes, including the Roth catch-up mandate under SECURE 2.0, the expiration of key provisions from the 2017 Tax Cuts and Jobs Act (TCJA), and updates introduced by the One Big Beautiful Bill (OBBBA), will significantly affect how income, savings, and deductions are handled for both individuals and employers.
Join our webinar as we outline the key tax and retirement planning updates for 2026 and offer strategies to help your clients prepare for these changes.
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.