<description>We sit down with our own Enrolled Agent, Valarie Lukacsffi and talk about what taxes might look like for 2026 and going forward. Listen in as Valarie updates you on the One Big Beautiful Bill, changes with deductions and what you might need to pay attention to going forward.</description>

We sit down with our own Enrolled Agent, Valarie Lukacsffi and talk about what taxes might look like for 2026 and going forward. Listen in as Valarie updates you on the One Big Beautiful Bill, changes with deductions and what you might need to pay...

We sit down with our own Enrolled Agent, Valarie Lukacsffi and talk about what taxes might look like for 2026 and going forward. Listen in as Valarie updates you on the One Big Beautiful Bill, changes with deductions and what you might need to pay attention to going forward.

Episode 41: A Conversation Regarding Taxes in 2026

<description>Takeaways:&lt;br /&gt;&lt;br /&gt;&lt;ul&gt;&lt;li&gt;2025 Tax Updates: So far, there have been no major tax law changes for 2025.&lt;/li&gt;&lt;li&gt;Retirement Contribution Limits: IRA contribution limits remain the same, while 401(k) and SEP IRA contribution limits have increased.&lt;/li&gt;&lt;li&gt;Taxes on Social Security: Taxes on Social Security benefits will most likely remain. There is hope that the income brackets will eventually be adjusted for inflation, as they have not been updated since the 1980s.&lt;/li&gt;&lt;li&gt;Rental Property Tax Considerations: If you own rental properties, be sure to take advantage of depreciation deductions and understand depreciation recapture when the property is sold.&lt;/li&gt;&lt;li&gt;Tax Planning Strategies: Strategies such as tax-loss harvesting in non-IRA accounts and Roth conversions can help reduce taxes in the future.&lt;/li&gt;&lt;/ul&gt;</description>

Takeaways:


- 2025 Tax Updates: So far, there have been no major tax law changes for 2025.
- Retirement Contribution Limits: IRA contribution limits remain the same, while 401(k) and SEP IRA contribution limits have increased.
- Taxes on Social...

Takeaways:<br /><br /><ul><li>2025 Tax Updates: So far, there have been no major tax law changes for 2025.</li><li>Retirement Contribution Limits: IRA contribution limits remain the same, while 401(k) and SEP IRA contribution limits have increased.</li><li>Taxes on Social Security: Taxes on Social Security benefits will most likely remain. There is hope that the income brackets will eventually be adjusted for inflation, as they have not been updated since the 1980s.</li><li>Rental Property Tax Considerations: If you own rental properties, be sure to take advantage of depreciation deductions and understand depreciation recapture when the property is sold.</li><li>Tax Planning Strategies: Strategies such as tax-loss harvesting in non-IRA accounts and Roth conversions can help reduce taxes in the future.</li></ul>

Episode 40: A Conversation about Tax

<description>1.      There are 3 potential ways to balance the US Budget and start to pay off debt. 2.      2. Soon the U.S. will be spending more on interest on our than we will spend on any other program. 3.      3. The math doesn’t work out to only raise taxes on the wealthy. 4.      4. Taxes will increase for everyone. 5.      5. Tax-Free accounts will become more important in the future.</description>

1.      There are 3 potential ways to balance the US Budget and start to pay off debt. 2.      2. Soon the U.S. will be spending more on interest on our than we will spend on any other program. 3.      3. The math doesn’t work out to only raise taxes...

1.      There are 3 potential ways to balance the US Budget and start to pay off debt. 2.      2. Soon the U.S. will be spending more on interest on our than we will spend on any other program. 3.      3. The math doesn’t work out to only raise taxes on the wealthy. 4.      4. Taxes will increase for everyone. 5.      5. Tax-Free accounts will become more important in the future.

Episode 39: The Debt Ceiling and What It Means for Americans

<description>&lt;ol&gt; &lt;li&gt;Take intermittent steps into retirement. Go part-time, then retire.&lt;/li&gt; &lt;li&gt;Work with a financial planner that will look holistically at your income and assets.&lt;/li&gt; &lt;li&gt;If you don’t have a pension, be sure you have a strategy for taking Social Security. That may include taking it early or waiting until after FRA.&lt;/li&gt; &lt;li&gt;Have your adviser run different scenarios so you can see the difference with taxes, income and how your assets are used.&lt;/li&gt; &lt;/ol&gt;</description>

 
- Take intermittent steps into retirement. Go part-time, then retire. 
- Work with a financial planner that will look holistically at your income and assets. 
- If you don’t have a pension, be sure you have a strategy for taking Social Security....

<ol> <li>Take intermittent steps into retirement. Go part-time, then retire.</li> <li>Work with a financial planner that will look holistically at your income and assets.</li> <li>If you don’t have a pension, be sure you have a strategy for taking Social Security. That may include taking it early or waiting until after FRA.</li> <li>Have your adviser run different scenarios so you can see the difference with taxes, income and how your assets are used.</li> </ol>

Episode 38: How to Stop Stressing Over Money and Start Enjoying Retirement

<description>&lt;ul&gt; &lt;li&gt;The traditional way of investing doesn’t work. Research proves it It only works in up markets.&lt;/li&gt; &lt;li&gt;Your income bucket should last 12+ years.&lt;/li&gt; &lt;li&gt;It’s important to keep your income bucket away from your growth bucket. You can’t have your safe bucket going negative due to the market.&lt;/li&gt; &lt;/ul&gt;</description>

 
- The traditional way of investing doesn’t work. Research proves it It only works in up markets. 
- Your income bucket should last 12+ years. 
- It’s important to keep your income bucket away from your growth bucket. You can’t have your safe bucket...

<ul> <li>The traditional way of investing doesn’t work. Research proves it It only works in up markets.</li> <li>Your income bucket should last 12+ years.</li> <li>It’s important to keep your income bucket away from your growth bucket. You can’t have your safe bucket going negative due to the market.</li> </ul>

Episode 37: Why You Should Separate Income and Growth

Duane and Aaron Johnson are co-founders of Bridger Financial Services.

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