Taxes in Retirement—2026 Rule Changes Explained

Taxes in Retirement—2026 Rule Changes Explained

Understand the 2026 rule updates —and practical ways to keep more of your retirement income.

By David Talley, CFP®

Date and time

Location

Summit Leadership Foundation

3515 Bristol Highway Johnson City, TN 37601

About this event

  • Event lasts 1 hour

Taxes in Retirement—2026 Rule Changes Explained

Major federal tax law changes are coming in 2026. Are you prepared?

This free, 60-minute workshop is designed to help retirees and near-retirees understand how the new One Big, Beautiful Tax Bill could impact retirement income—and what smart steps may help reduce future tax burdens.

Hosted by David Talley, CFP®, EA of Talley Financial, this session offers clear, practical strategies to help you make informed decisions about your retirement plan before the tax rules shift.

Organized by

Talley Financial, located in Johnson City, TN, is a trusted financial services firm serving the Appalachian Highlands and the greater Tri-Cities region, including Bristol, Kingsport, and surrounding communities across Tennessee, Virginia, and North Carolina. Specializing in estate planning, tax-efficient wealth management, and retirement strategies, they provide tailored financial guidance for retirees, small business owners, and high-income earners. Led by David Talley, CFP®, ChFC, our firm is dedicated to ensuring clients experience clarity and confidence in their financial future. Visit mytalleyfinancial.com to learn more about our services and upcoming events.

This content is being provided for informational purposes only and should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. 


Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered. Investment Adviser. Cambridge and Talley Financial are not affiliated.

Cambridge does not offer tax or legal advice. 

Important Disclosures can be found here: https://www.mytalleyfinancial.com/disclosurepage

FreeJul 29 · 11:00 AM EDT