2026 Market Outlook: What Early Retirees & Retirees Should Do Now скачать в хорошем качестве

2026 Market Outlook: What Early Retirees & Retirees Should Do Now

As we head into 2026, early retirees and retirees face an important planning window. In this video, we break down the 2026 market outlook, recent tax law changes, and key planning decisions that can help you stay on track in the years ahead. We cover how tax provisions may impact retirees, what to expect from the markets, and why proactive planning over the next few years matters more than ever, especially for those retiring before age 65 or already in retirement. 📅 Schedule a Free Retirement Assessment If you’d like a second opinion or want help navigating these changes, schedule a complimentary retirement assessment with our team: 👉 https://straightpathintrocall.youcanb... ___________________________________________________ About Straight Path Wealth Management At Straight Path Wealth Management, we help retirees and pre-retirees reduce taxes, invest smarter, and optimize income so they can retire confidently. Our fiduciary team of CFPs®, CPAs, and EAs provides holistic financial planning across retirement, investment, and tax strategy. 📅 Learn About Our Planning Process: https://www.straightpathwealth.com/st... 📘 Download Your Free Retirement Guide: https://www.straightpathwealth.com/fr... 🔗 Connect with Us: https://hopp.bio/straightpathwealth ___________________________________________________ Video Timestamps 0:00-0:06 Intro 0:07-0:23 One Big Beautiful Bill Overview 0:24-0:36 Additional Senior Deduction 0:37-0:42 Overtime & Tip-based Wages 0:43-0:54 Charitable Deductions 0:55-1:09 SALT Cap Deduction 1:10-2:06 Proactive Planning Window (2026-2028) 2:07-2:48 Market Expectations & Longer Retirements 2:49-4:17 Key Decisions to Review Before 2026 Ends 4:18-5:02 The Value of a Second Opinion