Podcast: Tax Planning Now: How to Potentially Lower Your Lifetime Tax Bill
Andrew Busa, Director of Financial Planning, sits down with Rick Winters, Partner and Senior Wealth Advisor, and Steve Reder, President of Private Wealth to help turn tax complexity into opportunity.
In this episode of The Human Side of Wealth, the team explains why 2026 could be a pivotal year for proactive tax planning and how the One Big Bill may impact you. Learn the difference between tax prep and tax planning, why many provisions are “permanent…until changed” and how to use today’s historically low rates to your advantage.
Andrew, Rick and Steve cover practical moves across life stages such as smoothing income in early retirement with strategic Roth conversions, optimizing employer plan choices during peak earning years and using the enhanced SALT deduction and itemization rules that may help unlock charitable strategies. They also discuss cash‑flow planning around larger refunds, senior deductions, IRMAA awareness, QBI for business owners and why estate and legacy planning should be top of mind.
Watch now to see how intentional, year‑round planning may help you minimize taxes over a lifetime—not just in April.
Video disclosure:
The information set forth in this podcast is presented by RWA Wealth Partners, LLC (“RWA”). The contents are for informational and educational purposes only and are not intended as investment, legal or tax advice. Please consult with your investment, legal or tax advisor concerning any specific questions you may have. Past results are not indicative of future performance. The historical return of markets generally and of individual asset classes or individual securities may not be an accurate predictor of future returns of those markets, asset classes or individual securities. RWA does not guarantee the accuracy and completeness of any sourced data in this communication.
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