Baobab Bulletin — Issue #4

FEBRUARY 2026

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February 2026

The hidden taxes you pay while working, how a mini-retirement's low-income years open a strategic Roth conversion window, whether to take RMDs early in the year, and a 2026 Roth 401(k) decision guide.

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The information provided is for educational and informational purposes only and should not be construed as investment advice, an offer to buy or sell, or a solicitation of any security or investment strategy. All investments involve risk, including the possible loss of principal. Past performance is no guarantee of future results, and there is no assurance that any investment strategy or portfolio will achieve its objectives, match or outperform any benchmark, or be profitable.

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