The Ascent with Crestmont Private Wealth - Rebecca Pitre

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 & Welcome0:38 - Episode Overview: Tax Changes for 20261:57 - IRA Contribution Limits for 20262:42 - Roth IRA Income Limits & Phase-Outs4:21 - 401(k) Contribution Limits & Special Catch-Up Rules5:05 - High Earners & Mandatory Roth Catch-Up Contributions7:32 - New Charitable Donation Rules (0.5% AGI Threshold)9:21 - Standard Deduction Filers & Charitable Giving10:54 - Expanded SALT Deduction ($40,000 Cap)12:09 - Other Tax Changes: 529 Plans, Senior Deduction & Auto Loan Interest13:54 - 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: 830-368-2898See omnystudio.com/listener for privacy information.