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3 Retirement Tax Changes Explained Simply

Are you nearing retirement or already retired? This video breaks down essential tips for planning a comfortable and secure retirement—no products, no pressure, just practical guidance.
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If you’re retired or getting close to retirement, tax rules are changing in 2026—and some of these changes could affect how much tax you pay on your retirement income. In this video, we break down three important retirement tax changes, with simple examples you can actually understand.

In this video, you’ll learn:
✅ How new Roth catch-up rules may affect workers age 50+ earning $150,000 or more
✅ How the new “senior bonus” tax deduction works—and who might lose part (or all) of it
✅ Why your state taxes may go UP even if your federal taxes go down
✅ Common mistakes retirees make that lead to surprise tax bills
✅ What to check before you file your 2026 taxes

⚠️ IMPORTANT DISCLAIMER
This video is for educational purposes only. All examples in this video are hypothetical and meant for learning only. Tax laws change, and everyone’s situation is different.

Always talk with a qualified tax professional before making tax decisions.
Information is current as of January 2026, based on the SECURE 2.0 Act and the 2025 federal tax law changes. Future changes may occur.

Read more: https://www.kiplinger.com/taxes/retir...

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