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Protect Your AssetsAuthor: Protect Your Assets Cumulus Media San Francisco
David Hollander, The Sandman, helps his listeners sleep well at night because they know their assets are protected. Financial and investment services offered through Liberty Wealth Management & Liberty Group LLC. Language: en-us Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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2026 Tax Planning Boot Camp: Advanced Considerations for Retirement and Income Planning
Tuesday, 13 January, 2026
The New Year’s resolution Financial Boot Camp continues with an advanced look at 2026 tax planning and how recent tax law changes may affect retirement and income decisions. In this episode of Protect Your Assets, David Hollander walks through updated tax rules and planning considerations involving IRAs, 401(k)s, Roth strategies, and required minimum distributions (RMDs). The discussion highlights scenarios where RMD timing, rollover decisions, and Roth conversions may warrant closer review, particularly for individuals approaching or already in retirement. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/ See omnystudio.com/listener for privacy information.
