EPISODE · Dec 20, 2025 · 48 MIN
It has been A Year of Change in Retirement Planning Looking Ahead: What to Expect in 2026
from Retire Smart Maryland Radio with Prashant Sabapathi · host Prashant Sabapathi
In this episode of Retire Smart Maryland Radio, hosts Prashant Sabapathi and Jon DeFeo discuss the significant changes in the financial landscape in 2025, including the impact of the One Big Beautiful Bill Act, interest rate cuts, and the rise of technology and AI. They also look ahead to 2026, emphasizing the importance of proactive retirement planning, tax strategies, and legacy planning. The hosts introduce a new segment, 'Strategy of the Week,' focusing on how to effectively manage legacy taxes through Roth conversions. They conclude with a discussion on the importance of having a solid income plan for retirement, addressing common concerns and questions that retirees face. If you have any questions call Elite Income Advisors 800-653-8404 or click here to visit our website. Retire, Retiring, Retirement, Plan, Save, 401K, Roth, Pension,See omnystudio.com/listener for privacy information.
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It has been A Year of Change in Retirement Planning Looking Ahead: What to Expect in 2026
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