Financial education 2026 Tax fact sheet

This quick reference guide includes information that may be helpful to families seeking to improve their after-tax wealth potential.

by Justin Waring 14 Jan 2026

(UBS)

Key points

  • This guide provides key tax considerations that may support families as they develop strategies to enhance their after-tax wealth potential.
  • It also includes links to additional resources offering insights on considerations when contributing to retirement accounts, taking distributions, and making investment decisions.

Disclaimer