Baobab Bulletin — Issue #5

MARCH 2026

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March 2026

Retirement tax 'time bombs' — how upfront deductions hand the IRS a future claim and the taxes and penalties triggered by early 401(k)/IRA withdrawals — plus a Roth conversion guide, the podcasts, and fresh reads.

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Baobab Wealth Management and Baobab Wealth Abroad are DBA names of Baobab Wealth LLC, a Florida state Registered Investment Advisor.

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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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