2026 Tax Changes You Need To Know

About this episode

Jude Wilson discusses the new tax rules for 2026, focusing on overlooked changes that can benefit financial planning.

⭐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) U.S. Debt Clock: https://www.usdebtclock.org/ CONNECT 🤝 Facebook: https://www.facebook.com/CentrusFinancialStrategies/ X: https://x.com/centrusfs?s=21 LinkedIn: https://www.linkedin.com/company/-wilson-group-financial/ CONTACT ☎ Centrus Website: https://centrusfs.com/podcast/ The Tax Bomb Website…

People in this episode

Host: Jude Wilson

Topics covered

• tax changes
• Roth strategies
• financial planning
• deductions
• catch-up contributions
• income phase-outs

Keywords

• 2026 tax changes
• senior tax deduction
• catch-up contributions
• Roth conversion strategy
• income phase-outs
• financial review

Mentioned in this episode

Organizations: Centrus Financial Strategies, Centrus, U.S. Debt Clock, YouTube, Facebook, LinkedIn, The Tax Bomb

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