NEW $40K SALT Deduction Cap for Retirees – How to Keep It All

Описание: 👉 Book your Tax Strategy Session → https://www.lestna.com/get-started

Good news: The SALT deduction cap increases from $10,000 to $40,000 for 2025-2029. Bad news: High-income retirees could lose it entirely if income exceeds IRS thresholds. In this video, I show you 5 strategies to preserve your $40,000 SALT deduction and avoid the income trap.

00:00 Intro
00:30 Essential First Steps
01:40 Strategy 1
03:00 Strategy 2
04:08 Strategy 3
05:11 Strategy 4
06:34 Strategy 5
07:51 A Quick Guide to Choosing Your Strategy
08:34 The Stakes if You Do Nothing

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Vitaly Novok is a fiduciary financial planner with Lestna Retirement. He helps people protect their wealth and maximize the lasting impact of their legacy by creating personalized financial and estate planning strategies.

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Disclaimer: This video and its description are provided for informational and educational purposes only. Just to be super clear - no attorney-client, tax-advisor, investment-advisor, or fiduciary relationship is created by watching this content or reaching out to me afterward.
I am not an attorney, so nothing I share should be construed as legal advice. The ideas I discuss are generic in nature and do not constitute personalized investment, tax, or legal recommendations. You'll always want to consult with a qualified attorney, CPA, and financial advisor who can evaluate how these concepts might apply to your specific situation.
Keep in mind that past performance is not indicative of future results, and all investing involves risk, including the possible loss of principal. This content is not an offer to buy or sell any security and shouldn't be relied upon to make investment decisions.
The information I share comes from sources I believe are reliable, but I can't guarantee accuracy. Things change quickly in our field, so what I'm discussing today may become outdated or could be affected by future developments or changes in laws.

#TaxPlanning #EstatePlanning #RetirementPlanning