Retirement Tax Strategies for 2026
Podcasts > My Money Is Safe
Saturday, January 31, 2026
Retirement tax rules aren’t standing still and small changes now can have a big impact later. Prosperity Group’s Greg Elie and Patti Jaynes are joined by guest host Becky Swansburg, CEO of Stonewood Financial, for a deep dive into retirement tax strategies heading into 2026 on this episode of My Money Is Safe with Greg Elie. The trio’s conversation covers why traditional IRAs and 401(k)s may leave retirees overexposed, how new rules on inherited IRAs and Medicare IRMAA charges can quietly drain income, and why today’s lower tax environment may represent a limited-time planning opportunity. With Becky’s background in Washington policy and retirement tax planning, this episode connects the dots between legislation, Medicare costs, Social Security taxation, and Roth conversion strategies—giving listeners a clearer roadmap for protecting income and reducing future tax surprises. Call 1-800-440-0434 or visit mymoneyissafe.com to schedule your free consultation with the team.
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