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High earners 50+, the 2026 retirement catch-up rules changed! If your W-2 wages are $150k+, all catch-up contributions must now be Roth. New limits: $8,000 (50+) & $11,250 (60-63). This affects your tax bill & retirement strategy. Read our latest blog!

#RothCatchUp #RetirementPlanning #HighEarner

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💰 The SALT Cap is a stealth tax hit for high earners.
You can only deduct $10K in state/local taxes—even if you pay 3x that.
It’s time to plan smarter, not pay more.
🔗 vist.ly/3zszv
📎 irs.gov SALT info
#TaxStrategy #SALTCap #HighEarner #LYTaxAdvisors

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