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: http://pyaradio.com    
Liberty Group website: https://libertygroupllc.com/   
Attend an event: www.pyaevents.com  

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/  

The New Year&rsquo;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.&nbsp;
In this episode of&nbsp;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.&nbsp;
You can send your questions to&nbsp;<a href="mailto:questions@pyaradio.com">questions@pyaradio.com</a>&nbsp;for a chance to be answered on air.&nbsp;&nbsp;
Catch up on past episodes:&nbsp;<a href="http://pyaradio.com">http://pyaradio.com</a> &nbsp;&nbsp;&nbsp; Liberty Group website:&nbsp;<a href="https://libertygroupllc.com/">https://libertygroupllc.com/</a> &nbsp;&nbsp; Attend an event:&nbsp;<a href="http://www.pyaevents.com/">www.pyaevents.com</a>&nbsp;&nbsp;
Schedule a complimentary 15-minute consultation:&nbsp;<a href="https://calendly.com/libertygroupllc/scheduleacall/">https://calendly.com/libertygroupllc/scheduleacall/</a>&nbsp;&nbsp;

David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management & Liberty Group LLC.

David Hollander, The Sandman℠, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management &amp; Liberty Group LLC.

Protect Your Assets

Protect Your Assets with Liberty Group's David Hollander.