Tax Changes and Retirement Plan Updates for 2026 explained by Jack Kiley скачать в хорошем качестве

Tax Changes and Retirement Plan Updates for 2026 explained by Jack Kiley

This is the full recording of our November Strategy Group hosted by Jack Kiley of MidAtlantic IRA. The presentation covers a wide range of important tax and retirement plan updates for 2026. Topics include --Tax bracket extensions --SALT deduction changes --Opportunity Zone updates --199A and business planning --Estate tax and gifting strategies --Retirement plan increases for 2026 --Roth contributions in SEP and SIMPLE plans --Roth conversion timing --Inherited IRA rules and the ten year payout --RMD updates and the bucket theory --Mega Roth contributions for self employed investors If you have questions about how these updates impact your current or future retirement strategy, contact our team or schedule a call through our website. ----------------------------------------------------- Want to learn more about using a self-directed IRA to invest in real estate or private assets? Visit www.MidAtlanticIRA.com or call us at (240) 575-3880 to schedule a call, or email us directly at hello@midatlanticira.com ________________________________ ABOUT MIDATLANTIC IRA: We’re a dedicated IRA administrator helping investors take control of their retirement through alternative assets like real estate, private lending, and more. Since 2004, we’ve helped thousands of clients build wealth on their own terms. ---------------------------------------------------- DISCLAIMER: This video is for educational purposes only and should not be considered financial, tax, or legal advice. Please consult your own professional advisors before making investment decisions.