New Tax Laws For You To Understand in 2026 | Ep #82

✅#rothconversions ✅#SocialSecurityfairness ✅#windfallelimination ✅#donoradvisedfund 📚 Get Bruce’s Book: Moving To Tax-Free (on Amazon) https://amzn.to/4msRo2k New tax laws are in effect now that we’re in 2026—so this episode breaks down four changes that can impact your bottom line. Bruce, Jason, and Alex cover: “permanent” income and estate tax rates (and what that means for long-term Roth conversion planning), a new charitable deduction “floor” starting in 2026, Social Security Fairness Act changes tied to the windfall elimination provision, and SECURE Act 2.0 updates that push certain higher earners’ catch-up contributions into Roth 401(k) treatment. If you give to charity, have a large IRA (especially in a potentially taxable estate), have a government pension history, or use catch-up contributions, this is a must-review episode. ⏱️ Chapters & Timestamps 0:00 — 2026 tax law overview + what’s changing 0:33 — Permanent tax rates + Roth conversion planning 3:57 — Charitable deduction “floor” + QCD reminder 4:51 — Donor-advised funds + “bunching” strategy 8:28 — Social Security Fairness Act + WEP repeal urgency 11:20 — Roth 401(k) catch-up changes for high earners 🔗 Additional Resources & Links • ✳️✳️✳️Free Guide: Moving to a Tax-Free Retirement – 8 Steps You Can Take For Success! https://bit.ly/moving-to-tax-free-in-... ⏮️ Previous Episode – QCD Update for 2026 - Advice You Should Know | Ep #81    • QCD Update for 2026 - Advice You Should Kn...   👉 In our next episode, we’ll explore Reviewing and Updating a Trust and Estate Plan    • QCD Update for 2026 - Advice You Should Kn...   📢 Stay Connected With Hosler Wealth Management Follow us for more insights on Wealth Management, Estate Planning, and Tax Strategies: 🔹 LinkedIn:   / hosler-wealth-management   🔹 Facebook:   / hoslerwealth   🔹 YouTube Channel:    / @hoslerwealth   🌐 Moving To Tax-Free Website: https://www.movingtotaxfree.com 🌐 HWM Website: https://www.hoslerwm.com 📧 Contact Us: https://www.hoslerwm.com/contact-us/ The best way to support our channel is to share this video on your social media to spread awareness. We appreciate the support! ======== Disclosure: Investment advisory services are offered through Mutual Advisors, LLC DBA Hosler Wealth Management, a SEC registered investment adviser. Securities are offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Advisors, LLC and Mutual Securities, Inc. (collectively “Mutual Group”) are affiliated companies. Forward-looking commentary should not be misconstrued as investment or financial advice. The advisor associated with this podcast is not monitored for comments and any comments should be given directly to the office at the contact information specified. Any tax advice contained in this communication, including any attachments, is not intended or written to be used and cannot be used for the purpose of 1) avoiding federal or state tax penalties, 2) promoting marketing or recommending to another party any transaction or matter addressed herein, and 3) Tax preparation and accounting services are offered independently through Hosler Wealth Management Tax Services. Any tax advice provided by tax professionals under Hosler Wealth Management Tax Services is separate and unrelated to any advisory or security services offered through Mutual Group. The accuracy, completeness, and timeliness of the information contained in this podcast cannot be guaranteed. Mutual Group does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation. Accordingly, Hosler Wealth Management does not warranty, guarantee or make any representations or assume any liability with regard to financial results based on the use of the information in this podcast. Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. ======== Copyright © 2026 Hosler Wealth Management, All Rights Reserved. Produced by JAG Podcast Productions - https://www.jagpodcastproductions.com. #ProtectingWealthPodcast #ProtectingandPreservingWealthPodcast #HoslerWealthManagement #brucehosler