IRS Confirms 2026 Tax Changes — Seniors Need To See This
Автор: Smart Retirement
Загружено: 2026-01-08
Просмотров: 508
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Major tax changes are coming for retirees in 2026 — and they could dramatically affect Social Security taxation, Medicare IRMAA surcharges, and how much retirement income you actually keep. In this video, we break down the new IRS standard deductions, the brand-new Senior Bonus deduction for Americans age 65+, and how married couples and single seniors can shield tens of thousands of dollars from federal income tax. We also explain the phase-out rules that reduce the Senior Bonus once income crosses key thresholds — and how this “tax domino effect” can unexpectedly increase the taxable portion of Social Security benefits.
You’ll also learn how the expanded SALT deduction works in 2026, what income levels can trigger partial reductions, and why retirees in high-tax states may see major relief. Just as important, we cover the Medicare IRMAA two-year look-back, how a prior-year income spike can send premiums soaring, and how filing Form SSA-44 can reduce surcharges after retirement or a life-changing event. Finally, we walk through proactive tax-planning strategies — including Roth conversions, QCDs, donor-advised funds, and income-shifting — so retirees can prepare before the 2026 tax cliff arrives.
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