2026 Tax Brackets for Retirees (The Traps Nobody Warns You About)

Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/M... My favorite tax cheat sheet for 2026: https://images.ctfassets.net/gogvzi84... ➡ PLEASE READ! ⚠️ Be careful of scammers. In the COMMENTS section, We will NEVER offer any investment products, recommend a stock broker, or anything similar. Some scam bot commenters coordinate a “conversation,” including “asking” for investment help, and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be relied upon for personal decision making. Each plan is developed using specific client conversations, assumptions, and planning inputs that are not fully detailed in these videos. Please consult your own financial, tax, and legal advisors before making any financial decisions. This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures: https://onedegreeadvisors.com/solutio... 00:00 – Why the 2026 Tax Changes Matter 00:31 – Standard Deduction and Senior Deductions 02:21 – Itemized Deduction Changes and SALT Cap Expansion 03:47 – New Senior Deduction and Income Phase-Outs 05:47 – 2026 Ordinary Income Tax Brackets 08:12 – Capital Gains Brackets and Tax Planning Tips 10:58 – Hidden Taxes: Net Investment Income & Social Security 12:29 – IRMAA and Medicare Premium Surcharges 14:06 – Final Thoughts and Tax-Free Retirement Income Preview