The USEFUL 2026 Tax Brackets #taxesinretirement #taxplanningstrategies #retirementincome #2026taxes

Wondering how much income you can safely pull in 2026 and still stay in those ultra‑low 0–12% tax brackets? Scott breaks down the new married and single brackets, shows how the senior bonus deduction really works, and explains why that “your Social Security isn’t taxed” promise is more gimmick than gift.​ You will see how to: Turn the standard deduction into a “0% tax bracket” for retirees Decide when to defer taxes and when to “undefer” with IRA withdrawals and Roth conversions Use the brackets to refill your bank account each year without accidentally jumping into the 22%+ range​ If you are heading into retirement or already there, watch this video and then schedule a free meet‑and‑greet with Scott Sandell at YourInvestmentCounselor.com to find out how these 2026 brackets apply to your specific situation. Attend our FREE LIVE Zoom classes! 📅 Each month a different topic will be discussed. January - Understanding Annuities February - Tax Efficiency in Retirement March - Using ROTH!! Properly April - Today's World of Safe Investing May - Producing Income in Retirement June - Paying for Long Term Retirement July - Financial Planning for Volatile Markets August - How Investing Changes in Retirement September - Essential Estate Planning October - Finding Unbiased Financial Advice November - Understanding Required Minimum Distributions December - Positioning Yourself to Thrive in Retirement ✨Classes are on FIRST THURSDAY of every month at 10 am PST via ZOOM the SECOND THURSDAY of every month at Scottsdale Mustang Library the THIRD WEDNESDAY of every month at 4 pm PST via ZOOM and the LAST MONDAY of every month via ZOOM for our live Q & A session. 🗓 BOOK AN APPOINTMENT www.yourinvestmentcounselor.com 👨‍🏫 FREE CLASSES www.fpfeaz.org/classes 📖 ADDITIONAL RESOURCES www.sesweb.net 💬 Facebook.com/SecureEstateSolutions 🏢 Visit our Business Website: https://www.sesweb.net 📧 Email Us: [email protected] ❔ Questions? Call Us At: (800) 345-3155 Investment advisory services offered through Alphastar Capital Management, LLC (“Alphastar”), a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products, tax planning services and recommendations regarding precious metals are offered through SES Services and Andorra Capital. Alphastar Capital Management, SES Services and Andorra Capital are separate and independent entities. Alphastar is not involved in the offer, recommendation, sale or management of commission-based fixed insurance products or precious metal products. SES Services offers insurance products through individuals licensed to sell insurance. Information regarding guaranteed returns or income streams refer only to fixed insurance products offered by SES Services and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Alphastar. Alphastar also does not provide tax or legal advice.

Hidden Taxes in Retirement #taxesinretirement #retirementplanning #taxplanning
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Hidden Taxes in Retirement #taxesinretirement #retirementplanning #taxplanning

Tax Planning for the Five Phases of Retirement with Sean Mullaney
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Tax Planning for the Five Phases of Retirement with Sean Mullaney

Why More and More Advisors are Embracing Annuities #annuities #retirement #retirementplanning
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Why More and More Advisors are Embracing Annuities #annuities #retirement #retirementplanning

DON'T Do Roth Conversions - Do THIS Instead
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DON'T Do Roth Conversions - Do THIS Instead

Golden Gains How GoldRush Yield Fund is Beating the Metal Market in Quarter 1
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Golden Gains How GoldRush Yield Fund is Beating the Metal Market in Quarter 1

Social Security at 62 vs 70: The Math Everyone Gets Wrong
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Social Security at 62 vs 70: The Math Everyone Gets Wrong

I Have $4M in my 401(k). Here's My Tax Bill (and How I Avoid It)
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I Have $4M in my 401(k). Here's My Tax Bill (and How I Avoid It)

Why Smart Retirees Are Skipping Roth Conversions in 2026
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Why Smart Retirees Are Skipping Roth Conversions in 2026

10 Types of Income the IRS Doesn't Tax #retirement #retirementplanning #taxesinretirement
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10 Types of Income the IRS Doesn't Tax #retirement #retirementplanning #taxesinretirement

Ed Slott Breaks Down Every Roth Conversion Objection — What You NEED to Know
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Ed Slott Breaks Down Every Roth Conversion Objection — What You NEED to Know

21 Years Of Brutally Honest Canadian Retirement Advice in 14 Mins
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21 Years Of Brutally Honest Canadian Retirement Advice in 14 Mins

Why Retirees With Under $5M Should Avoid Roth Conversions
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Why Retirees With Under $5M Should Avoid Roth Conversions

THE IRS DOESN'T GRIEVE — 4 Assets to Move Before Your Spouse Passes Away
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THE IRS DOESN'T GRIEVE — 4 Assets to Move Before Your Spouse Passes Away

Priorities When Withdrawing in Retirement #retirementplanning #financialmanagement #nestegg #money
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Priorities When Withdrawing in Retirement #retirementplanning #financialmanagement #nestegg #money

RMDs Don’t Matter… Unless You Make This Retirement Mistake
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RMDs Don’t Matter… Unless You Make This Retirement Mistake

I have $1.2m All Pre-Tax - Here's My Plan To Minimize Taxes
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I have $1.2m All Pre-Tax - Here's My Plan To Minimize Taxes

The Right Way To Do A Roth Conversion (Most Advice is Wrong)
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The Right Way To Do A Roth Conversion (Most Advice is Wrong)

Sell These 5 Things BEFORE You Retire in Canada
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Sell These 5 Things BEFORE You Retire in Canada

Roth IRA Secrets from America’s Top Tax Expert | Ed Slott’s Retirement Tax Playbook
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Roth IRA Secrets from America’s Top Tax Expert | Ed Slott’s Retirement Tax Playbook

Don’t Do a Roth Conversion — Until You Watch This
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Don’t Do a Roth Conversion — Until You Watch This