EPISODE · Jan 29, 2026 · 15 MIN
2026 Tax Changes You Need To Know
from The Roth Guy with Jude Wilson · host Jude Wilson
⭐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: https://thetaxbomb.com/ Call: 800-779-4592 Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/
What this episode covers
⭐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: https://thetaxbomb.com/ Call: 800-779-4592 Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/
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2026 Tax Changes You Need To Know
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