2026-01-31 Rates, RMDs, and Reality Checks: Navigating the New Tax Season

2026-01-31 Rates, RMDs, and Reality Checks: Navigating the New Tax Season

From Keep What's Yours by Jeff Zufall - Capital Advisory Group Inc.

January 30, 2026 · 56 min

About this episode

This episode discusses the impact of interest rates, inflation, and tax law changes on the upcoming tax season, featuring insights from tax strategist Jeff Zufall.

Interest rates, inflation, and tax law changes are colliding—and this episode of Keep What’s Yours helps you make sense of it all. Tax strategist and wealth advisor Jeff Zufall joins host Josh Gilbert to break down the Federal Reserve’s latest decision to hold interest rates steady, what a newly announced Fed chair could mean for the economy, and why cutting rates too fast could reignite inflation. The discussion dives deep into 2026 tax season challenges, including required minimum distributions (RMDs), why nearly one-third of retirees miss them, and how to avoid costly IRS penalties. Jeff also explains the latest updates on no tax on overtime, no tax on tips, IRS staffing issues, and why TikTok tax advice can be dangerous. If you’re worried about taxes, retirement planning, inflation, or keeping more of your money, this episode delivers clear answers and practical guidance. Stop overpaying your taxes each year. - Call Capital Advisory Group at 636-394-5524 today!

People in this episode

Host: Josh Gilbert

Guest: Jeff Zufall

Topics covered

Mentioned in this episode

Organizations: Capital Advisory Group Inc.

Products: TikTok tax advice

Places: Federal Reserve, IRS

More episodes of Keep What's Yours

Explore listener stats, chart rankings, contacts and more on the Keep What's Yours podcast page.