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August 2026
Taxes in Retirement: ‍Why Your Tax Picture Changes
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Taxes in Retirement
Why Your Tax Picture Changes In this 34-minute discussion, we'll explore:

  • Roth conversion timing, and why the cost of waiting compounds
  • Withdrawal order set on purpose, not instinct
  • The new deductions: the higher SALT cap ($40,400), the temporary senior deduction, and the income thresholds that decide how much of them you get
  • The higher estate exemption, no longer scheduled to expire, and how it reshapes gifting strategy
Our experts
Doug Lennick, CFP®, BFA
Chief of Staff at TMG, Co-Founder, Think2Perform
Adam Recker, CFA, CFP®
Senior Managing Director, Head of Equities
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