Retirement planning isn't one-size-fits-all. Learn how pre-tax, Roth, taxable, and HSA accounts work together to manage taxes. Read it here: https://pathview.com/tax-efficient-investment-strategy-account-types/ #RetirementPlanning #WealthAdvisors #RothIRA #PreTaxAccounts #TaxableAccounts

Retirees, manage your AGI smartly to beat rising taxes and 2025 deductions. Plan ahead! https://pathview.com/retirement-tax-planning-strategies-agi-social-security/ #RetirementPlanning #TaxStrategy #AGIManagement #SocialSecurity #SeniorFinance #TaxPlanning2025 #SALTdeduction #RetireSmart #IncomeTax

Big news! The 2026 SALT deduction cap rises to $40,400, helping more families itemize and lower taxable income.

Dive deeper: https://pathview.com/salt-deduction-cap/

#TaxUpdates #SALTDeduction #TaxPlanning #PersonalFinance #SALTCap #TaxStrategy #TaxTips #TaxNews #TaxSavings #FinancialPlanning

2026: If you earn $150k+ and are age 50+, catch‑up contributions must be Roth. Limits: $8,000 (50+) and $11,250 (60–63). Plan for the tax impact now. Details: https://pathview.com/2026-roth-catch-up-contribution-rules/

#RothIRA #TaxPlanning #RetirementSavings #CatchUpContributions #TaxStrategy