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Changes Coming in the Retirement Universe in 2026

  1. Changes Coming in the Retirement Universe in 2026 Fred Saide 41:10

Fred covers changes coming in 2026 that need to be considered in Retirement Planning.  Changes include the extension of the 2017 tax rates, Medicare Part B projected cost hike, a higher Estate tax exemption, the mandatory Roth catch-up rule, and a new, higher SALT deduction cap.

 Reach Fred at 800-593-8188.

Money Matters USA

www.moneymattersusa.net

www.wealthensure.com

 

See omnystudio.com/listener for privacy information.

Dr. Saide is a frequent speaker and published newspaper columnist on subjects including Social Security, IRA, 401k’s, retirement plans, strategic (income) tax planning, estate planning with retirement assets. He is a successful podcaster MoneyMattersUSA® with Fred Saide and previously hosted a weekly radio program. His expertise has been well sought after, as he has been published in USA Today and Gannett Media. He has authored several e-books and “white apers” on financial and retirement topics. Additionally, he has been interviewed by many financial publications, TV and cable, and has ghost written for multiple financial websites.

After graduating from Duke University, where Dr. Saide earned his Ph.D., MA, MBA, and his BA from Adelphi University, he went on to earn certificates for studies at Purdue University, The American College of Financial Services, MIT Age Labs, Penn_Wharton.