A new $6,000 senior deduction is just the start—retirement tax planning in 2026 is more complex (and more important) than ever. In this episode, Jason Bergey explains why tax planning isn’t just for April, how the “one big, beautiful bill” changes the game, and why your biggest retirement expense might not be healthcare, but taxes. Learn how to build a personalized income strategy, avoid common estate planning mistakes, and use a checklist to see if you’re truly ready to retire. Discover why it’s never too late—or too early—to get your plan in order.

Ready to connect with Jason?  Visit The Retirement Red Zone today!

A new $6,000 senior deduction is just the start&mdash;retirement tax planning in 2026 is more complex (and more important) than ever. In this episode, Jason Bergey explains why tax planning isn&rsquo;t just for April, how the &ldquo;one big, beautiful bill&rdquo; changes the game, and why your biggest retirement expense might not be healthcare, but taxes. Learn how to build a personalized income strategy, avoid common estate planning mistakes, and use a checklist to see if you&rsquo;re truly ready to retire. Discover why it&rsquo;s never too late&mdash;or too early&mdash;to get your plan in order.
Ready to connect with Jason?&nbsp; Visit <a href="https://pawealthmanagement.com/contact/">The Retirement Red Zone</a> today!

When you’re in the retirement redzone, it’s time to get serious about your game plan. Jason Bergey of Pennsylvania Wealth Management has been helping people get to the goal line for more than 20 years. Jason credits his dad, pro football legend Bill Bergey, with passing down great financial lessons and a tough work ethic. And as a husband and father to 4 sons, he’s passing on those lessons to them as well. Have a question for Jason? Drop him an e-mail at www.retirementredzoneradio.com.