AAII 2025–2026 Tax Guide: Specific Tax Guidelines for Individual Investors

How investment decisions, retirement withdrawals, charitable donations, RMDs, home sales and new OBBBA provisions affect your taxes—plus strategies to reduce liability.

• Key tax impacts on investments, deductions, gains, donations and retirement rules, and what triggers extra taxes

• Major OBBBA changes affecting vehicles, education, minors’ accounts, overtime, tips, home sales and new limits

• Strategies to reduce taxes, manage portfolios, time income, handle RMDs, avoid scams and optimize long-term planning