Ep 53 | 5 Biggest Tax Updates for 2025 Filing in 2026

from A Smarter Way To Retire with Tony Leonardi, CFP® · host Anthony Leonardi

Tony Leonardi, CFP® covers 5 key tax updates for 2025 (filed2026): inflation-driven bracket creep, Medicare IRMAA increases, RMD & 10-year rule, $15M estate exemption, crypto reporting. Proactive moves like Roth conversions & QCDs to save thousands. Real stories. Free quiz + book:LeonardiFamilyWealthcare.com/quiz. Because there IS a Smarter Way to Retire.

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This episode is 12 minutes long.

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This episode was published on January 30, 2026.

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