Top of the Morning: Year-end planning priorities - Retirement and tax strategies

UBS On-Air: Market Moves
05/11/2025 19 min

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Episode Synopsis

Join Justin Waring, Head of UBS Wealth Way Strategy and Solutions, as he outlines year-end planning priorities and what’s on the horizon for retirement and tax strategies in 2026. Whether you are decades away from retirement, getting ready to transition to retirement, or already enjoying your retirement years, the end of the year is an ideal time to review your plan for both risks and new opportunities. Host: Daniel Cassidy

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