Three 2026 Tax Changes Every Client Should Understand
Retirement contribution rules are evolving. SALT deduction limits are shifting. Estate planning thresholds are rising. Now is the time to connect with clients about what these changes could mean for their long-term strategy.
Source: IRS. Based on a married couple filing jointly, in the 32% tax bracket, with income below the SALT phase-out and $40,000 in state and local taxes.
Use this guide to help your clients:
- Assess the impact of higher SALT deduction limits
- Evaluate estate and gift exemption increases
- Optimize new retirement contribution rules
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New York Life Investment Management LLC, its affiliated advisers, and its employees do not provide tax advice. Any tax-related information provided is for general informational purposes only and is not intended as, and should not be relied upon as, tax advice. Investors should consult their own qualified tax professional regarding their specific circumstances before making any investment or tax-related decisions.