Tax Planning
Koehler Wealth Insights
How Much of What You've Saved Will You Actually Keep?
Taxes are one of the largest expenses you'll face across your entire financial life — not just in retirement. Where you save, how you invest, and when you draw it down all shape how much of what you've built you actually get to keep.
Whether you're actively building wealth or already living off what you've saved — these questions apply either way.
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Koehler Wealth Insights
The Tax-Intelligent Planning Series
Six short videos on where to save, how withdrawals actually work, and five concrete strategies for keeping more of what you've built — whether you're still building wealth or already living off it.
All six episodes are now available.
Important Tax Dates
Key federal deadlines to keep on your radar for the 2026 tax year. Mark them now so nothing catches you off guard next spring.
Dates shown reflect the 2026 tax year — this section is reviewed and updated annually.
Fourth-quarter 2026 estimated tax payment due, if you pay quarterly.
Employers must issue W-2s; most 1099s are due to recipients as well.
2026 individual tax returns due. Also the deadline for IRA and HSA contributions for 2026, and for your first 2027 estimated tax payment.
Second-quarter 2027 estimated tax payment due.
Third-quarter 2027 estimated tax payment due.
Final deadline for 2026 returns filed on extension.
Last day for the 2026 tax year to complete RMDs, Roth conversions, tax-loss harvesting, and most charitable gifts.
Deadlines can shift slightly due to weekends and federal holidays. This is a general reference, not a substitute for confirming your specific filing requirements with your CPA or tax advisor.