What is Your Tax Bracket

from Winning in Retirement · host Akers Financial Group

Send us Fan MailBrian Akers and Paul Franco discuss strategies for reducing lifetime tax brackets on their radio podcast. They emphasize the importance of tax planning beyond just seeking the largest refund, as this can lead to higher future taxes. They explain the concept of marginal and effective tax rates, using 2026 tax brackets as an example. They highlight the significance of Roth conversions, effective tax rates, and the impact of the 2017 Tax Cuts and Jobs Act, which locked in current tax brackets until 2028. They also discuss the benefits of proper investment planning, such as using index funds to avoid unexpected dividends and capital gains.

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This episode is 52 minutes long.

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This episode was published on March 21, 2026.

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