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Jenny Jesse
Jenny Jesse, CFP®, EA, RICP® is Manager of Financial Planning at Annex Wealth Management in Brookfield, Wisconsin, and author of the firm's year-end guide "Turning the Page on 2026."
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Oct 12, 2026
Wealthyist E80 | Turning The Page: Roth, State & Local Taxes, and the Moves That Matter Before 2026 Ends
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11:35Kent HalleenHOST
When you were sitting down to write it, were there some things that you specifically wanted to focus on that you knew had to get hit? And then also kind of follow up question, where can clients and also listeners find this guide that you wrote?
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12:00Jenny JesseGUEST
But some of those changes weren't implemented until this year in twenty twenty six.
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12:04Jenny JesseGUEST
So, for example, something that we're seeing now is that high income earners are required to do catch up contributions.
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13:26Kent HalleenHOST
Has there been any major changes with the one big beautiful bill versus the Tax Cuts and Jobs Act?
Wealthyist E78 | 2026 Year-End Tax Planning: The Sunset That Never Came
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11:48Kent HaleenHOST
When you were sitting down to write it, were there some things that you specifically wanted to focus on that you knew had to get hit? And then also kind of follow up question, where can clients and also listeners find this guide that you wrote?
J
12:10Jenny JesseGUEST
So that one big, beautiful bill act that was passed last year, but some of those changes weren't implemented until this year in 2026.
J
12:17Jenny JesseGUEST
So, for example, something that we're seeing now is that high-income earners are required to do catch-up contributions via Roth.
K
13:39Kent HaleenHOST
Has there been any major changes with the one big beautiful bill versus the Tax Cuts and Jobs Act?