A new $6,000 senior deduction is just the start—retirement tax planning in 2026 is more complex (and more important) than ever. In this episode, Jason Bergey explains why tax planning isn’t just for April, how the “one big, beautiful bill” changes the game, and why your biggest retirement expense might not be healthcare, but taxes. Learn how to build a personalized income strategy, avoid common estate planning mistakes, and use a checklist to see if you’re truly ready to retire. Discover why it’s never too late—or too early—to get your plan in order.

Ready to connect with Jason?  Visit The Retirement Red Zone today!

See omnystudio.com/listener for privacy information.