7 Taxes Smart Retirees Legally Stop Paying episode artwork

EPISODE · Aug 29, 2026 · 16 MIN

7 Taxes Smart Retirees Legally Stop Paying

from Income Over Wealth · host Dan Wilson

Every one of these seven taxes goes to zero, and every one runs on a window that opens on an age or a condition and closes on another. Dan walks through all seven with 2026 numbers, including two that aren't technically taxes, which he says on camera. The order the tax code stacks your income drives most of what follows.Why a Roth conversion you think costs 12 cents on the dollar can really cost about 27, and the ordinary move in the same year that causes itThe 2026 income line where long-term capital gains are taxed at zero, and why the wash-sale rule lets you buy the identical fund back that same afternoonThe health insurance cliff that came back for 2026, where one dollar of income takes the whole subsidy to zeroTake the free Retirement Income Roadmap (7 questions, about 30 seconds): incomeoverwealth.com/mapWatch this episode on YouTube: https://www.youtube.com/watch?v=YL3XDeQYsP8This episode is educational and focused on strategy and math. Always consult a qualified tax or financial professional before making personal financial decisions.

Episode metadata supplied by the publisher feed · Published Aug 29, 2026

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Seven taxes that stop completely in retirement, and the age or condition that closes the window on each one

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7 Taxes Smart Retirees Legally Stop Paying

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