2026 Tax Changes Explained (Including 2 Rules Causing Confusion)

Every January, we go through the same routine.

Limits adjust, brackets shift, and most years it's just a quick refresh.

But 2026 is different.

Sweeping tax legislation passed last summer is introducing some of the biggest changes we've seen in a while.

And buried inside those updates are two new rules that have already caused widespread confusion (even among experts).

In this bonus episode, I walk through the most important tax updates for 2026 and explain why they matter for your retirement plan.

I also also break down those two unique rules, sharing how they work, who they apply to, and why…

The skinny

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