Clearing Customs · Advantage Wealth Partners

The 2026 map: this year's brackets, deductions, and Medicare income lines, drawn from the IRS figures now in force, and the real dates they expire.
The windows: the low-bracket years most retirees never use, Roth conversions done with precision, and the elevated estate exemption while it stands.
The stealth tax: the thresholds that never move while inflation walks your income into them, and how the order of your withdrawals decides which lines you cross.
A companion to Passport to Prosperity by Alfie Tounjian, CFP®, and Jonas Weatherbie, Esq.