Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
2026 Year-End Tax Planning: 5 Things Retirees Need to Check Before December 31
The end of the year is approaching, and for retirees, some of the most valuable tax-planning opportunities disappear on December 31.
In this episode, Tyler Emrick, CFA®, CFP®, and Walter discuss five important year-end tax planning considerations for 2026, including how recent tax law changes could affect your retirement.
You'll learn:
How the new senior tax deduction could influence Roth conversion decisions and retirement income planning
Whether changes to the standard deduction, SALT limits, and itemized deductions create new opportunities
How charitable giving strategies, including…
The skinny
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