SALT cap
-
OBBBA in 2026: the SALT cap is now $40,000 and your 529 can pay $20,000 of K-12 tuition
Read more: OBBBA in 2026: the SALT cap is now $40,000 and your 529 can pay $20,000 of K-12 tuitionTwo OBBBA provisions took effect 1 January 2026 and are reshaping US tax planning for the 2026 return. The SALT deduction cap jumps from $10,000 to $40,000 for filers below $500,500 MAGI. The 529 K-12 limit doubles to $20,000 per student and now covers tutoring, books, and credential programs.
-
OBBBA permanently raised the federal estate exemption to $15M: US estate planning after the July 2025 law
Read more: OBBBA permanently raised the federal estate exemption to $15M: US estate planning after the July 2025 lawThe One Big Beautiful Bill Act (July 2025) permanently raised the US federal estate and gift tax exemption to $15 million per person, or $30 million per married couple, with no sunset. State estate tax in roughly 12 jurisdictions still bites. Here is what changed, who benefits most, and where planning work still matters in…
Subscribe
Sign up with your email address to receive our weekly news
Latest news
- State Pension Top-Ups 2026: The Voluntary National Insurance Guide
- UK debt interest hit a record £11.7bn in May 2026: what it means for gilts, savers and your pension
- Required Minimum Distributions (RMDs) 2026: Age 73/75 Rules, Tables and the Penalty
- Lifetime ISA Complete Guide 2026: Bonus, Penalty and LISA vs Pension
- Inherited IRA Rules 2026: The SECURE Act 10-Year Rule Explained
Categories
- Backdoor Roth (1)
- Cryptocurrency (1)
- Expat Living & Lifestyle (1)
- General Blog (13)
- Index Funds (1)
- Investing Basics (4)
- Investment Guides (6)
- Investment Platforms (1)
- Investment Strategies (12)
- Investments (2)
- IRAs & Tax-Advantaged Accounts (12)
- ISAs and Pensions (6)
- Property Investment (7)
- Real Estate Investing (3)
- Retirement Planning (21)
- Tax Strategy (17)
- Tax-Efficient Investing (4)
- UK Investing (32)
- UK Property Investment (4)