Tax season may not excite most people, but the 2026 tax landscape brings changes worth paying attention to. In this episode, Scott breaks down shifting brackets, updated deductions, RMD considerations, capital gains thresholds, and estate‑planning updates — highlighting why early, proactive planning can make a meaningful difference in how you navigate the year ahead. From understanding Roth conversion impacts to recognizing how tax decisions affect Medicare premiums, Scott offers clarity around the complexities that many overlook until it’s too late. If you're considering how these new rules may influence your retirement strategy, this conversation provides timely insight to help you prepare thoughtfully for the year ahead.

Book an appointment for a complimentary retirement plan, complete with an exclusive layout of lifetime income options and a tax map to minimize your taxes. Go to CameronWealth.com or call 757-447-4492 and talk to Scott and the team.

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