Raleigh, NC - February 23, 2026 - Stone Legacy Capital, a wealth management firm headquartered in Raleigh, North Carolina, today announced the formal launch of its Integrated Retirement & Tax Planning Initiative, a structured enhancement to the firm’s client advisory framework designed to address evolving 2026 tax regulations and retirement income complexities. Unlike a general educational overview, the initiative introduces a defined planning structure, implementation protocols, and enhanced advisory tools to help clients proactively navigate regulatory changes and long-term retirement income strategies.

The newly implemented framework consolidates retirement income modeling, tax-efficient withdrawal sequencing, Roth conversion analysis, and Social Security optimization into a unified planning process. The initiative was developed in response to ongoing federal tax adjustments, shifting retirement distribution requirements, and increased client demand for coordinated financial guidance amid regulatory uncertainty.

According to the firm, retirement and tax strategies are frequently evaluated independently, which may limit long-term planning efficiency. The Integrated Retirement & Tax Planning Initiative formalizes a coordinated evaluation model that examines how key decisions interact over time.

“This is not simply an educational emphasis, it is a structural enhancement to how we deliver planning,” said Bryant E. Stone Jr., CEO of Stone Legacy Capital. “As regulatory environments evolve and retirement timelines lengthen, it has become increasingly important to assess how tax exposure, income timing, and asset distribution strategies intersect. This initiative ensures those components are evaluated together through a disciplined planning protocol.”

The initiative introduces a multi-phase review process that includes:

  • Tax-bracket forecasting aligned with retirement income projections

  • Strategic Roth conversion scenario modeling

  • Social Security claiming analysis integrated with projected taxable income

  • Required Minimum Distribution (RMD) coordination strategies

  • Evaluation of potential tax penalties and distribution sequencing impacts

Stone Legacy Capital stated that these elements are frequently interdependent, and when addressed in isolation, may create unintended financial consequences. The new initiative incorporates coordinated modeling tools and structured review checkpoints designed to help mitigate fragmented planning approaches.

Industry-wide, financial planning has grown more complex due to extended life expectancy trends, regulatory adjustments, and evolving tax policy. Individuals approaching retirement must now navigate distribution timing decisions, tax bracket management, Medicare premium considerations, and estate implications simultaneously.

The firm’s newly formalized framework seeks to address these realities by introducing enhanced integration standards across its advisory process. Rather than treating retirement income planning, tax strategies, and wealth management discussions as separate engagements, the firm now evaluates these areas through a consolidated advisory workflow supported by updated analytical tools and compliance-aligned documentation procedures.

Stone Legacy Capital indicated that the initiative has been incorporated into both new client onboarding procedures and ongoing client review cycles beginning in Q1 2026.

Clients currently engaged with the firm will undergo a structured retirement-tax alignment review during their next scheduled planning update. Prospective clients will receive a preliminary integrated assessment as part of the discovery process.

The firm also noted that regulatory volatility has increased the importance of scenario-based planning.

“We are seeing more clients seek clarity around how potential tax law changes could affect their retirement income over time,” Stone added. “By building tax forecasting directly into retirement income modeling, we aim to provide a clearer analytical foundation for decision-making.”

In addition to internal framework updates, Stone Legacy Capital plans to release supplemental educational resources throughout 2026 that outline practical considerations surrounding retirement income sequencing and tax-aware planning strategies.

These materials are intended to complement, not replace, personalized advisory guidance and will provide structured insights into key planning variables clients should evaluate in consultation with qualified professionals.

Stone Legacy Capital serves individuals and families nationwide, focusing on long-term financial planning and wealth management strategies. The firm provides advisory services designed to integrate retirement planning considerations with tax-aware financial strategies within a cohesive advisory structure.

Information regarding the Integrated Retirement & Tax Planning Initiative, including scheduling options for initial consultations, is available through the firm’s official website and professional networking platforms. Additional educational commentary and planning insights may also be accessed through Bryant E. Stone Jr.’s YouTube channel.

About Stone Legacy Capital

Stone Legacy Capital is a full-service wealth management firm based in Raleigh, North Carolina. The firm provides financial planning services that integrate retirement planning, tax considerations, and long-term financial strategies within a unified planning framework.

Disclaimer: This press release may contain forward-looking statements. Forward-looking statements describe future expectations, plans, results, or strategies (including product offerings, regulatory plans and business plans) and may change without notice. You are cautioned that such statements are subject to a multitude of risks and uncertainties that could cause future circumstances, events, or results to differ materially from those projected in the forward-looking statements, including the risks that actual results may differ materially from those projected in the forward-looking statements.

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