The $6,000 senior bonus deduction phases out at 6% above $75,000 MAGI in 2026. How RMDs claw it back, and the QCD and Roth moves that protect it.
Browsing: Roth conversion
The CBO moved Social Security’s trust fund depletion to 2032. Six planning moves advisors should make with clients in their 50s and 60s today.
Medicare Part B hit $202.90 in 2026, eating one-third of COLA. How advisors can help clients avoid IRMAA surcharges via QCDs, Roth staging, and appeals.
OBBBA made TCJA brackets permanent, removing 2025 deadline pressure. Roth conversions still work in 2026 – the playbook needs a rewrite.