Retirement
The 2026 Retirement Income Playbook
How to sequence Social Security, Roth conversions, taxable withdrawals, and RMDs across the first ten years of retirement.
In-depth research and strategy guides written by our team. Each paper covers a specific decision facing pre-retirees, business owners, and inheritors in 2026.
How to sequence Social Security, Roth conversions, taxable withdrawals, and RMDs across the first ten years of retirement.
The provisions set to expire and the planning windows still open before the rate increases hit.
How to identify and use the low-tax years between retirement and RMD age for tax-free wealth transfer.
How the new rules affect beneficiary designations, inherited IRAs, and the 10-year distribution window.
Who's subject to the 10-year rule, who's exempt, and how to structure withdrawals to minimize tax.
The spousal and survivor benefit math, plus the claiming-age decision under current legislative pressure.
A two-year planning window to reduce the tax cost of a business sale before the deal closes.
Strategies for executives and founders who hold a large position in a single stock.
How to coordinate donor-advised funds, qualified charitable distributions from IRAs, and tax-deduction bunching strategies.
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