The Tax Seminar You’ll Wish You Took Sooner
A comprehensive online seminar that provides a step-by-step blueprint to help you avoid costly mistakes and missed opportunities as tax rules continue to change and evolve.
What You Get
Seven one-hour sessions covering everything from reducing taxes on investments and planning Roth conversions to managing Medicare costs and protecting your heirs.
Session Materials
Interactive worksheets, downloadable resources and real-world case studies.
Session Duration
60-75 minutes
"It brought together a diverse set of factors that impact tax planning during retirement. It was done thoughtfully and methodically."
Real Investor Reactions
"The materials and explanation were straight forward and easy to understand."
"Charles is very sharp and personable. The slides, handouts and worksheets are valuable."
What You’ll Learn:
Maximize tax opportunities and avoid costly mistakes under 2026–2028 rules.
Strategic Tax Planning
Smarter Diversification
Investment & Portfolio Strategies
Optimize your portfolio with smart investment and tax strategies.
Retirement, Medicare & Roth Conversions
Plan for retirement and Medicare with Roth conversions and MAGI management.
Retirement, Medicare & Roth Conversions
Plan for retirement and Medicare with Roth conversions and MAGI management.
Charitable & Estate Planning
Protect wealth and heirs through charitable giving and estate planning.
Your Expert Guide
Charles Rotblut, CFA
Vice President & Financial Analyst, AAII
Charles Rotblut, CFA, is a vice president and financial analyst at AAII. He is the editor of the AAII Journal, created both the PRISM Wealth-Building Process and VMQ Stocks, co-created AAII Dividend Investing and authors the weekly AAII Investor Update email.
Rotblut holds the Chartered Financial Analyst (CFA) designation and has analyzed both publicly traded and privately held companies.
“I’m looking forward to showing investors how to think strategically about taxes and avoid costly mistakes before they happen.”
Turn complex tax rules into clear, actionable strategies.
In just seven sessions, you'll learn smarter ways to think about taxes across investing, retirement and estate planning.
The Retirement Seminar You’ll Wish You Took Sooner
Class Syllabus
Session 1: Your 2026-2028 Tax-Planning Road Map
Session 2: Minimizing Taxes on Your Investment Portfolio
Session 3: Maximizing Tax Benefits From Charitable Giving
Session 4: Managing Medicare Costs and Health Savings Accounts
Session 5: Building Your Roth Conversion Strategy
Session 6: Protecting Your Beneficiaries and Estate Planning
Session 7: Live Q&A With Charles Rotblut
members@aaii.com
© 2026 American Association of Individual Investors
We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation.
Produced by the American Association of Individual Investors (AAII) and presented by Charles Rotblut, CFA, join us for a complete masterclass in tax-efficient investing, where you’ll learn how to build a 2026–2028 tax-planning roadmap.
Your seminar pass includes access to all 7 one-hour sessions, handouts and resource materials.
All sessions are available on-demand through a dedicated access page sent by email after purchase, including all worksheets and supporting materials, with lifetime access included.
When
Seven one-hour sessions covering everything from reducing taxes on investments and planning Roth conversions to managing Medicare costs and protecting your heirs.
Where
Interactive worksheets, downloadable resources and real-world case studies.
60-75 minutes
Session Duration
Regularly priced at $399 (Now $200 Off!)