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Retiring in 2026: How to Navigate Taxes, Healthcare, and Income With Confidence

In this crossover episode from our YouTube channel, Zach Morris breaks down how smart tax planning, strategic IRA withdrawals, and Social Security claiming decisions can dramatically impact your retirement income. He walks through qualified distributions, Roth conversion strategies, Social Security timing, and spousal benefit coordination, showing how intentional choices today can have the potential to reduce future taxes and increase long-term confidence. By understanding these moving pieces before retirement, you can avoid costly mistakes and create a clear, sustainable plan for the decades ahead.

Download your free 20-page guide “Retirement By Design”: https://www.wealthbeyondwork.com/retirement

Learn about how to work with Paces Ferry Wealth Advisors: https://info.pacesferrywealth.com/learn-about-us

Zachary Morris

Zachary Morris, CFP®

Having traveled to over 35 countries, Zach is a believer in Ralph Waldo Emerson’s statement that Life is about the journey, not the destination. Being a CERTIFIED FINANCIAL PLANNER™ provides Zach the opportunity to help clients define and realize their journey, and co-founding Paces Ferry Wealth Advisors, an independent firm, allows the freedom to define the client experience along the way.

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