Big changes are quietly reshaping retirement planning in 2026—and missing them could be costly. In this episode of Smart Money Moves, Keith Collins breaks down how current tax rules, market volatility, inflation, and longevity risk intersect for retirees and pre‑retirees right now. The conversation explores Roth conversions, gifting strategies, portfolio rebalancing, required minimum distributions, and why emotional decision‑making matters just as much as math. Keith also explains where technology and AI tools help—and where human guidance remains essential—when building a confident, adaptable retirement plan for the year ahead

When your assets are at stake, discretion and reliability are a priority. Find out what tools you need for a successful retirement with a complimentary first appointment with Keith Collins and the team. Call 888-508-3736 or schedule a meeting here.

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