Magnan Newsletter - October 2026

September 21, 2026

October 2026

Wealth Management from the Heart!

We’ve put together two educational essays to help you navigate retirement planning. Click “Read More” to explore each one in full.

WHY HIRE A

WEALTH PLANNER

Why hire a wealth planner? After doing this for 33 years, I think it boils down to three simple reasons.

1. Delegation - Is time our most valuable resource? How do you really want to spend your days? We cannot get back time spent...

Brian A. Magnan, CFP^®, CEPA^®, AIF^®

Director

Magnan Family Wealth Management

Dustin A. Husarik, CFP^®
Executive Vice President – Financial Advisor
Magnan Family Wealth Management

RETHINKING THE

PARTNERSHIP BEHIND

YOUR PRE-TAX

RETIREMENT ACCOUNTS

Were you aware of the lifelong partnership that exists within your pre-tax retirement accounts? The partnership I am referring to is with our U.S. Government. The unfortunate truth is that the balance you see within the account doesn’t fully belong to you, part of that belongs to our government in the form of taxes...

Upcoming Events & Observances

10.7

IDENTIFY THEFT CLIENT CALL

10.31

HALLOWEEN

Actionable Items

2026 IRA/Roth IRA Contributions:

The deadline to contribute to your IRA for the 2026 tax year is April 15, 2027. This applies to both Traditional and Roth IRAs. Make sure to complete your contributions by this date to ensure they count for the 2026 tax year.

2026 Required Minimum Distributions:

Please reach out to our team to discuss your 2026 Required Minimum Distribution strategy.

GUIDANCE

CONTACT US

P: 312.630.7261 | brian.magnan@wfafinet.com

1415 West 22nd Street, Suite 620, Oak Brook, IL 60523
www.mfwmllc.com

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Magnan Family Wealth Management is a separate entity from WFAFN.

UNSUBSCRIBE