Episode notes
In this episode of the 9Innings Podcast, Kevin Thompson, founder and CEO of 9i Capital Group, breaks down the most important financial planning considerations retirees need to understand heading into 2026. Kevin explains key tax changes, including the Enhanced Senior Deduction and the new above-the-line auto loan interest deduction, and outlines strategies for maximizing the standard deduction. He also discusses rising Medicare premiums, IRMAA exposure, and how to evaluate Medicare Advantage versus Original Medicare with Medigap. Throughout the episode, Kevin emphasizes proactive planning to manage taxes and healthcare costs, helping retirees make informed decisions and protect long-term retirement income.
Enhanced Senior Deduction (00:01:07)
Above-the-Line Car Loan Interest Deduction (00:03:12)
Stacking Deductions and Standard Deduction Planning (00:04:21)
Medicare Premiums and IRMAA (00:05:31)
IRMAA Triggers and Tax Coordination (00:07:55)
Medicare Advantage vs. Original Medicare (00:08:52)
Medigap and Underwriting Considerations (00:10:39)
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Corrections: Editing by http://SwoleNerdProductions.com
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