Podcast Extra: Important Tax Changes for the 2026 Filing Season

Podcast Extra: Important Tax Changes for the 2026 Filing Season

From Retirement Results by Active Wealth Management

January 28, 2026 · 8 min

About this episode

Matt McClure interviews Mark Steber about important tax changes for the 2026 filing season and practical tips for taxpayers.

Retirement.Radio’s Matt McClure sits down with Mark Steber, Chief Tax Officer of Jackson Hewitt, to break down what taxpayers need to know heading into the 2026 tax season. They discuss some of the biggest changes on the horizon, including an estimated $300 billion in refunds expected for millions of Americans — and why filing early and accurately can make a real difference. Steber walks through several new tax benefits, including deductions for tipped and overtime workers and a new tax break for seniors age 65 and older. The conversation also covers practical tips on getting organized, choosing a trusted tax professional, and avoiding common tax scams. It’s a timely, practical discussion designed to help listeners feel informed, prepared, and confident as tax season approaches. Schedule your complimentary Social Security and retirement consultation:www.activewealth.com/plan -- Call us now: (770) 685-1777Catch up on past episodes: retirementresults.com/podcastsWatch on YouTube: https://www.youtube.com/@RetirementResults -- About Retirement Results:Welcome to Retirement Results! Each week, Ford Stokes and his team of fiduciary advisors help educate pre-retirees, retirees and…

People in this episode

Host: Matt McClure

Guest: Mark Steber

Topics covered

  • tax changes
  • tax benefits
  • filing tips
  • tax scams
  • retirement planning

Keywords

  • tax changes
  • tax benefits
  • filing early
  • tax scams
  • retirement consultation

Mentioned in this episode

Organizations: Jackson Hewitt, Active Wealth Management

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