QED Wealth Solutions

04/02/2026

If you're turning 73 this year, it’s time to think about Required Minimum Distributions (RMDs).

Our Quick Reference Guide includes the latest withdrawal tables to help you understand what’s required and when.



https://marketinghub.highland.com/m/2332369a219a444a/original/CF-Version-2026-Key-Tax-Numbers.pdf

03/22/2026

April 15 is only 25 days away! Just a friendly reminder that Tax Day is just around the corner. While many may have their ducks in a row, tax-wise, today is a good time to connect with your tax professionals to confirm you've met all the deadlines or make any necessary arrangements!

03/04/2026

This year’s contribution limits are out — are you on pace to reach yours?

Now’s a great time to review how much you’re putting toward retirement or health savings. The Quick Reference Guide has the numbers you need to stay on track.



https://marketinghub.highland.com/m/2332369a219a444a/original/CF-Version-2026-Key-Tax-Numbers.pdf

02/20/2026

The IRS has announced updated federal income tax brackets and deductions for 2026, reflecting inflation adjustments.

For married couples filing jointly, the standard deduction rises to $32,200, up from $31,500 in 2025. Single filers can now claim $16,100, an increase from $15,750. The top 37% tax rate applies to income above $768,700 for joint filers and $640,600 for individuals.

The agency also raised thresholds for long-term capital gains, estate tax exemptions, and eligibility for the earned income tax credit. These updates will apply to 2026 income for returns filed in 2027.


Source:

The IRS has announced higher federal income tax brackets and standard deductions for 2026. Here's what taxpayers need to know.

02/18/2026

Did you miss our latest monthly newsletter? It's all about taxes: new senior deductions and the simplest ways to avoid them. Because no one wants to pay more than they need to....

Check out our latest newsletter and all the archives, or signup to receive your own straight to your inbox.

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Newsletter archives and links to free resources to help you create an abundant life before and after retirement.

02/17/2026

The newest R2A blog is all about...TAXES!

If taxes make your blood start to simmer rather than making you feel like a kid in a candy store, then this blog is for you.

Learn about the simplest way to avoid taxes.

NEW BLOG:

I've found the two best ways to avoid taxes! Well, maybe they aren't great options, but I do have ways to simplify the tax Jenga.

01/15/2026

She was sharp. Independent. Organized. Confident.

That's why it worked.

She never imagined this could all be a scam.

Scams are everywhere. And they're getting more elaborate and harder to uncover by the day. This Scamuary we'd like to bring more awareness to the complicated world of financial schemes.

Check out the newest blog with a real-life story about how capable, thoughtful people get pulled in.

If you think you aren't susceptible, that's exactly when you are.

To get every blog delivered straight to your inbox, along with additional articles of interest and actionable information to help you create your abundant retirement, sign up for the monthly Retire to Abundance newsletter here:

https://qedwealthsolutions.kit.com/profile?_gl=1*1gbaxum*_gcl_au*MTkwMjQ5NjM2OS4xNzYyMTg3NzM0LjEzNzI5NzgyMjkuMTc2ODQ4OTk1MS4xNzY4NDkwNjg4

This is a true story involving someone I care about. Certain details have been changed or intentionally left vague to protect their privacy. She was sharp. Independent. Organized. The kind of person who knew where every bill was, managed her own finances, and took pride in not needing help. That’s...

01/13/2026

Three years ago, QED Wealth Solutions started with a laptop, a lot of conviction, and a strong belief that financial planning could be done better than “that’s just how it’s always been done.”

Three years later, that belief is even stronger.

We’re thankful for every client who has trusted us with their story, not just their numbers. This business exists because of you, and we don’t take that lightly.

Here’s to continuing to do work that matters.

If you’ve been following along, asking questions, or quietly rooting us on from the sidelines, thank you. And if you’re curious about what intentional and proactive retirement planning could look like for you, our door is always open.

12/24/2025

12/16/2025

Most people think the biggest challenge in retirement is managing all the investments, and keeping track of taxes, and making sure they don't run out of money. Or maybe it's finding a new social group or structuring a meaningful day.

Sure, these are all challenges to navigate, but I've seen the biggest challenge is actually the fear and attachments and emotions we have tied up in our money holding us back.

It's...not spending enough!

What's the biggest challenge in retirement? Spending too little. It's driven by fear but it can be changed.

12/03/2025

📣I'm always so honored to be featured in such a great publication like Kiplinger !📣

If you are like the many retirees who have saved their entire life and now are worried about running out of money, this one is for you!

🖥️->

We ask financial professionals for advice.