Retirement planning isn't one-size-fits-all. Learn how pre-tax, Roth, taxable, and HSA accounts work together to manage taxes. Read it here: https://pathview.com/tax-efficient-investment-strategy-account-types/ #RetirementPlanning #WealthAdvisors #RothIRA #PreTaxAccounts #TaxableAccounts

Today's Pathview carousel covers the new "Senior Bonus" deduction for 65+, its phase-out with rising AGI, and planning tips. https://pathview.com/retirement-tax-planning-strategies-agi-social-security/ #SeniorBonus #TaxPlanning #RetirementStrategy #TaxTips #WealthAdvisors #SeniorTaxBenefits #AGI

Retirees, manage your AGI smartly to beat rising taxes and 2025 deductions. Plan ahead! https://pathview.com/retirement-tax-planning-strategies-agi-social-security/ #RetirementPlanning #TaxStrategy #AGIManagement #SocialSecurity #SeniorFinance #TaxPlanning2025 #SALTdeduction #RetireSmart #IncomeTax

Today we honor Abraham Lincoln’s clarity and honesty. At Pathview Wealth Advisors, we commit to thorough financial and tax planning. Happy Lincoln’s Day! #LincolnsDay #AbrahamLincoln #LeadershipLegacy #FinancialPlanning #WealthAdvisors #HonestLeadership #PurposeDriven #ThoroughWork #FinancialWisdom

HSAs are quietly powerful: tax‑advantaged contributions, tax‑free growth, and tax‑free qualified medical spend—plus the option to invest unused dollars and reimburse later. Smart planning for healthcare and retirement.

#HSA #HealthSavingsAccount #SmartInvesting #RetirementPlanning #TaxAdvantaged

SALT deduction changes are coming in 2026.

More room to itemize may mean more strategy.

Our new post covers what’s changing—and planning tips to consider with your advisor.

Read: https://pathview.com/salt-deduction-cap/

Educational only. Not tax advice.

#TaxPlanning #SALTUpdate #TaxTips #Taxes

Big news! The 2026 SALT deduction cap rises to $40,400, helping more families itemize and lower taxable income.

Dive deeper: https://pathview.com/salt-deduction-cap/

#TaxUpdates #SALTDeduction #TaxPlanning #PersonalFinance #SALTCap #TaxStrategy #TaxTips #TaxNews #TaxSavings #FinancialPlanning

High earners 50+, the 2026 retirement catch-up rules changed! If your W-2 wages are $150k+, all catch-up contributions must now be Roth. New limits: $8,000 (50+) & $11,250 (60-63). This affects your tax bill & retirement strategy. Read our latest blog!

#RothCatchUp #RetirementPlanning #HighEarner

2026: If you earn $150k+ and are age 50+, catch‑up contributions must be Roth. Limits: $8,000 (50+) and $11,250 (60–63). Plan for the tax impact now. Details: https://pathview.com/2026-roth-catch-up-contribution-rules/

#RothIRA #TaxPlanning #RetirementSavings #CatchUpContributions #TaxStrategy

Still time to fund your 2025 IRA—deadline April 15, 2026. We’ll help you choose Traditional vs. Roth and plan around taxes. pathview.com

#IRA #RetirementPlanning #IRATips #RetirementGoals #TaxPlanning #WealthBuilding #RothVsTraditional #InvestSmart #RetirementSavings #MoneyMatters

Withdrawal order: Taxable → Pre‑Tax (IRA/401k) → Roth (tax‑free).

Why it helps: flexibility, capital‑gains treatment, and preserving tax‑advantaged growth.

Next step = which positions to sell while keeping allocation on target. We can help.

Educational only; not advice.

#TaxAdvantagedGrowth

Can you retire at 60 with $1.2M? It depends on your withdrawal rate, tax strategy, and Social Security timing. Read more: https://pathview.com/retiring-at-60-with-1-2-million/

Pathview Wealth Advisors | San Diego & nationwide

#RetirementPlanning #FinancialFreedom #RetireAt60 #MoneyMatters

Thinking about financing a new vehicle? The new OBBBA rules may allow up to $10,000 in auto loan interest deductions! Check our blog for details: https://pathview.com/auto-loan-interest-tax-deduction-what-you-need-to-know/ Contact us for help!

#CarLoanTips #FinanceYourCar #OBBBA #TaxDeductions

Big update from the OBBBA: Deduct up to $10k on interest for qualifying U.S.-assembled auto loans! Check out how this can impact your 2026 taxes! https://pathview.com/auto-loan-interest-tax-deduction-what-you-need-to-know/

#TaxBreaks #AutoLoanSavings #TaxTips #TaxStrategy #TaxDeduction #SmartMoney

Thinking about a bigger, early push into a 529? It’s a straightforward way to get ahead. We’ll help you see the potential growth and whether it fits your overall plan.

Contact us to run the numbers.

Education and retirement planning in one conversation? With OBBBA changes to 529s, you can get closer. We break down what’s new and how to use it—especially if you’re in CA where state treatment matters.

https://pathview.com/529-plans-2026-expanded-benefits/

#EducationSavings #FeeOnlyFiduciary