Navigating Financial Changes in 2026: Retirement, Taxes & Medicare

Craig and Jennifer dive into the key financial updates for 2026 and how they can affect your retirement. They discuss Social Security COLAs, Medicare premium increases, new tax deductions for seniors, and smarter ways to use Roth conversions and catch-up contributions. This episode highlights why proactive tax and income planning matters and how small decisions today can make a big difference in retirement.

Here's some of what we discuss in this episode:

🏥 Healthcare Costs – Rising medical expenses in retirement

💳 Medicare Premiums – How income affects what you pay

🧾 Tax Deductions – New charitable and senior deduction rules

📈 Catch-Up Savings – Expanded contribution limits for older workers

🧠 Tax Strategy – Planning withdrawals before retirement begins

📜 Secure Act 2.0 – Roth rules changing retirement contributions

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