As we look ahead to 2026, a number of important updates are coming to Social Security, Medicare, taxes, and your retirement accounts. In this email, I’m sharing key changes and highlighting what may matter most for you. To help you turn these changes into smart tax moves, grab my freshly updated 2026 Tax Planning Cheat Sheet (PDF). It includes the major updates from the One Big Beautiful Bill—new tax brackets, revised IRMAA surcharges, updated standard deductions, QCD limits, and more—on two...