Baobab Bulletin — Issue #6

MARCH 2026

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March 2026

The hidden tax layers that follow you into retirement, finding your ideal pre- vs post-tax savings number, the secret math behind credit card numbers, plus a guide on whether a mega backdoor Roth contribution makes sense.

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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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Baobab Wealth Management and Baobab Wealth Abroad do not provide tax, legal, or accounting advice. This material is not intended to provide, and should not be relied on for, tax, legal, or accounting guidance. Please consult your own qualified professionals for such advice before making any financial decisions.