Join Alec Walker and Rebecca PItre from Crestmont Private Wealth as they break down the most important tax changes for 2026. In this episode, they cover critical updates including new IRA contribution limits, mandatory Roth catch-up contributions for high earners, charitable donation rule changes, expanded SALT deductions, and lesser-known tax benefits like the enhanced senior deduction and auto loan interest deduction. Whether you're planning for retirement or optimizing your tax strategy, this episode provides essential insights to help you navigate the new tax landscape.

Timeline:

0:00 - Introduction & Welcome
0:38 - Episode Overview: Tax Changes for 2026
1:57 - IRA Contribution Limits for 2026
2:42 - Roth IRA Income Limits & Phase-Outs
4:21 - 401(k) Contribution Limits & Special Catch-Up Rules
5:05 - High Earners & Mandatory Roth Catch-Up Contributions
7:32 - New Charitable Donation Rules (0.5% AGI Threshold)
9:21 - Standard Deduction Filers & Charitable Giving
10:54 - Expanded SALT Deduction ($40,000 Cap)
12:09 - Other Tax Changes: 529 Plans, Senior Deduction & Auto Loan Interest
13:54 - Closing Remarks & Disclaimer

Original Air Date: January 17, 2026 at 8:30am as heard on Boerne Radio 103.9FM

Contact:  www.crestmontpw.com 

Alec Walker in Houston:  831-280-5288 

Sam McGee in Boerne: 830-368-2898

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