Big Picture Retirement

In this episode, Devin and John break down the key tax and retirement planning changes coming in 2026 and what they mean for your income, benefits, and long term strategy. We cover the latest Social Security COLA update, the expected increase to Medicare Part B premiums, and the new Social Security earnings test thresholds. We also walk through the shifting rules around capital gains, the standard deduction, and the return of the SALT cap. For charitable giving, we outline the new above the line deduction, the AGI floor for itemizing, the cap tied to the highest tax rate, and the updated QCD limit of one hundred eleven thousand dollars. If you want to understand how the 2026 landscape could affect your plan, this episode gives you the practical guidance you need. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.