Capitalist Investor
Strategic Wealth Partners
Podcast
Episodes
Listen, download, subscribe
2026 Tax Changes and Retirement Planning Considerations
Changes to the tax code can have meaningful consequences for retirement planning, particularly when provisions include income limits, expiration dates, and different rules depending on age or account type. In this episode, Tony Zabiegala and Derek Gabrielsen review several tax provisions affecting retirees and families. Topics include the temporary senior deduction, current tax brackets, estate tax exemptions, Roth conversion timing, new Trump Accounts for minors, and enhanced catch-up contribution limits for certain workers approaching retirement. The discussion emphasizes understanding how these rules may apply to an individual situation rather than treating broad tax changes as universally applicable.
Capitalist Investor RSS Feed
