EPISODE · Jan 11, 2024 · 11 MIN
The "Tax Code Reset" that is happening on Jan 1, 2026 and what you can do now to prepare
from The Safe Money Retirement Show · host Tim Wood. Certified Financial Fiduciary®
In this week's episode, I discuss the "Tax Code Reset" that is coming on Jan 1, 2026. What does this change mean for you? Is there anything you can do to keep from having to pay potentially higher tax rates on your retirement accounts when you withdraw from them? How does a Roth conversion work and how is it different from contributions? Can you do a Roth conversion on only part of an account? Isn't it time to get answers to these tough questions now?Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement dollars, guaranteed lifetime income plans, retirement tax planning, and more. Visit us online at www.SafeMoneyRetirement.com for more information or to get a FREE copy of Tim's bestselling book.Safe Money Retirement® - Insuring Your Retirement Dreams
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In this week's episode, I discuss the "Tax Code Reset" that is coming on Jan 1, 2026. What does this change mean for you? Is there anything you can do to keep from having to pay potentially higher tax rates on your retirement accounts when you withdraw from them? How does a Roth conversion work and how is it different from contributions? Can you do a Roth conversion on only part of an account? Isn't it time to get answers to these tough questions now? Join Certified Financial Fiduciary® Tim ...
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The "Tax Code Reset" that is happening on Jan 1, 2026 and what you can do now to prepare
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