2026 Tax Changes You Need To Know

Description

⭐Let’s make your financial story a heroic one! Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

New tax rules for 2026 bring meaningful opportunities- but only if you understand the fine print. In this episode, Jude breaks down two of the most overlooked changes: the new senior tax deduction and updated catch-up contribution rules. We clarify who qualifies, how income phase-outs work, and why these provisions can open the door for smarter Roth strategies.

Here’s some of what we discuss in this episode:

🧓 Senior Tax Deduction – $6,000 per person, with income phase-outs

💍 Married Planning Window – Up to $12,000 in additional deductions

🔄 Roth Conversion Strategy – Using deductions to offset conversion taxes

🧾 Catch-Up Contribution Changes – New limits and Roth requirements

🚨 Super Catch-Up Window – Ages 60–63 only (with strict rules)

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