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 they matter.

So even if you feel up to speed on the 2026 changes, I'm confident you'll walk away with at least one new and useful insight.

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The result?

Less stress. Lower taxes. More confidence about the future.

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EPISODE RESOURCES:

→  Download the 2026 Tax Cheat Sheet

→  Grab the Episode Show Notes

→  Learn About the Total Retirement System™