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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

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102 episodes