Big tax shifts are landing in 2026, and they could reshape how retirees manage income, investments, and long‑term planning. In this episode, financial advisor Neil Henry breaks down the new standard deduction amounts, updated tax brackets, and what seniors should understand about RMDs as withdrawal percentages rise with age. He also sheds light on capital gains thresholds and why today’s lower tax environment may offer strategic opportunities. This conversation lays out what’s changing and how retirees can stay prepared as the rules evolve.

Schedule your complimentary consultation with Henry and Associates and chart that plan for living to 100 at 843-762-6781 or at HenryAndAssociates.net

Big tax shifts are landing in 2026, and they could reshape how retirees manage income, investments, and long‑term planning. In this episode, financial advisor Neil Henry breaks down the new standard deduction amounts, updated tax brackets, and what seniors should understand about RMDs as withdrawal percentages rise with age. He also sheds light on capital gains thresholds and why today&rsquo;s lower tax environment may offer strategic opportunities. This conversation lays out what&rsquo;s changing and how retirees can stay prepared as the rules evolve.
Schedule your complimentary consultation with Henry and Associates and chart that plan for living to 100 at 843-762-6781 or at&nbsp;<a href="https://www.henryandassociates.net/">HenryAndAssociates.net</a>

Everyone dreams of retirement, but all the perks and daily activities of the lifestyle still require funding, which means you’ll have to provide your own paychecks in your golden years.

That’s where “Regarding Retirement” steps in. Hosted by Neil Henry of Henry and Associates, this podcast offers a steady and timely stream of advice and insight focused on how you are approaching saving for (and spending throughout) your retirement years. Subscribe and listen as Neil provides important information in an easy-to-digest manner that will give a better understanding of how prepared you are to make your next years the best yet.

Everyone dreams of retirement, but all the perks and daily activities of the lifestyle still require funding, which means you’ll have to provide your own paychecks in your golden years.
That’s where “Regarding Retirement” steps in. Hosted by Neil Henry of Henry and Associates, this podcast offers a steady and timely stream of advice and insight focused on how you are approaching saving for (and spending throughout) your retirement years. Subscribe and listen as Neil provides important information in an easy-to-digest manner that will give a better understanding of how prepared you are to make your next years the best yet.

Regarding Retirement

Everyone dreams of retirement, but all the perks and daily activities of the lifestyle still require funding, which means you’ll have to provide your own paychecks in your golden years.
That’s where “Regarding Retirement” steps in. Hosted by Neil Henry of Henry and Associates, this podcast offers a steady and timely stream of advice and insight focused on how you are approaching saving for (and spending throughout) your retirement years. Subscribe and listen as Neil provides important information in an easy-to-digest manner that will give a better understanding of how prepared you are to make your next years the best yet.