2026 Tax Planning Boot Camp: Advanced Considerations for Retirement and Income Planning

2026 Tax Planning Boot Camp: Advanced Considerations for Retirement and Income Planning

From Protect Your Assets by Protect Your Assets | Cumulus Media San Francisco

January 13, 2026 · 34 min

About this episode

This episode provides an advanced look at 2026 tax planning and its implications for retirement and income decisions.

The New Year’s resolution Financial Boot Camp continues with an advanced look at 2026 tax planning and how recent tax law changes may affect retirement and income decisions.  In this episode of  Protect Your Assets , David Hollander walks through updated tax rules and planning considerations involving IRAs, 401(k)s, Roth strategies, and required minimum distributions (RMDs). The discussion highlights scenarios where RMD timing, rollover decisions, and Roth conversions may warrant closer review, particularly for individuals approaching or already in retirement.  You can send your questions to  questions@pyaradio.com  for a chance to be answered on air.   Catch up on past episodes:  http://pyaradio.com     Liberty Group website:  https://libertygroupllc.com/    Attend an event:  www.pyaevents.com    Schedule a complimentary 15-minute consultation:  https://calendly.com/libertygroupllc/scheduleacall/    See omnystudio.com/listener for privacy information.

People in this episode

Host: David Hollander

Topics covered

  • tax planning
  • retirement
  • income planning
  • RMDs
  • IRAs
  • 401(k)s
  • Roth strategies

Keywords

  • tax law changes
  • retirement planning
  • income decisions
  • RMD timing
  • rollover decisions
  • Roth conversions

Mentioned in this episode

Organizations: Protect Your Assets, Liberty Group

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