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

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: Liberty Group website: Attend an event: Schedule a complimentary 15-minute consultation:

You can listen to 2026 Tax Planning Boot Camp: Advanced Considerations for Retirement and Income Planning online on Radio and Podcast. Open the player on this page to stream the available audio.

2026 Tax Planning Boot Camp: Advanced Considerations for Retirement and Income Planning is an episode from Protect Your Assets by Mari.

This episode is 33:50 long.

This episode was published on Jan 13, 2026.

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