Bastion Stability
Terms & disclaimer
Bastion Stability is journalism and education. It is not advice, and it cannot be, because it does not know anything about you.
Not investment advice
Bastion Stability is not a registered investment adviser, broker-dealer or financial planner, and nothing published here is a recommendation to buy, sell or hold any security. The Watching / Bias / Risk format exists precisely so that you can see the reasoning and the counter-case and make your own decision. Markets carry the risk of loss, including total loss. Past behaviour does not predict future results.
Not tax or legal advice
Tax provisions described here are general descriptions of published law. Whether a provision applies to you depends on your filing status, your state, your income, your account types and facts no newsletter can know. Figures are current as of publication; tax law is amended, thresholds are indexed to inflation, and regulatory guidance arrives after legislation. Consult a licensed tax professional before acting.
Accuracy
Every effort is made to source figures from primary documents — IRS releases, Treasury guidance, Congressional Research Service analysis, company filings and exchange data — and to date them clearly. Errors are nonetheless possible. Where an error is found it is corrected in the next issue and the correction is stated plainly rather than quietly edited. If you spot one, please write.
Use of the material
Issues and briefing papers are for your personal use. You are welcome to forward an issue to a friend, print it, or show it to your advisor or accountant. Republishing it in full, or reproducing it commercially, requires permission. Quoting a passage with attribution and a link is always fine.
The briefing papers
The 2026 Retiree Tax Map and any subsequent briefing paper are supplied free to subscribers, in the state they are in, with no warranty of fitness for any particular purpose. They are reference documents, not a substitute for professional counsel.
Availability
The briefing is published daily, and every effort is made to keep to that schedule. Publication may nonetheless be interrupted. No subscription fee is charged, and no guarantee of uninterrupted delivery is given.