Provident Capital Group, L.P.

[Provident Capital Group, L.P. @procapgrp]

Earning $150k+? 🚨 Catch-up contributions are shifting to Roth (after-tax). It means losing a deduction today for tax-free growth tomorrow. Strategy is mandatory. #TaxPlanning

[Provident Capital Group, L.P. @procapgrp]

Earning $150k+? SECURE 2.0 mandates Roth catch-ups. Paired with the 'super catch-up' for ages 60-63, it creates a unique window for tax-free growth. Time to pivot your strategy. #Secure2 #TaxEfficiency #HighNetWorth

https://t.co/nHtZg1SCou

[Provident Capital Group, L.P. @procapgrp]

New 2026 limits are here:
- 401(k) cap: $24,500
- SALT cap: $40,000

Aggressive savings and income reduction for high-earning households. Reach out to optimize your goals. 📈 #WealthManagement

[Provident Capital Group, L.P. @procapgrp]

Maximize your 2026 tax strategy. 📈

- 401(k) limit: $24,500
- SALT deduction: $40,000

Essential tools for multi-year optimization. #TaxStrategy #WealthBuilding #401k #ProvidentCapital

[Provident Capital Group, L.P. @procapgrp]

2026 Refreshed Limits: The 401(k) cap has reached $24.5k, while SALT sits at $40k. Optimizing your allocation is critical for tax efficiency this year. How are you adjusting your payroll deductions? #WealthPlanning #TaxPrep #401k

[Provident Capital Group, L.P. @procapgrp]

The SALT cap is shifting.
From $10k to $40.4k.
Phaseout starts at $505k.

Rules are changing.
The math is different.

Full 2026 breakdown here:
https://t.co/qNYvDyYqsI

#TaxStrategy #WealthM

[Provident Capital Group, L.P. @procapgrp]

2026 marks a major pivot for high earners. Earning $150k+? Catch-ups are now Roth-only. No deduction today. Tax-free growth forever. Ages 60-63 also get a "super catch-up" boost. The math is changing. Let us know if you want the full breakdown. 📈

[Provident Capital Group, L.P. @procapgrp]

The retirement age is now 67.

Two extra years of compounding is a massive delta for high earners. The strategy isn’t just about working longer; it’s about maximizing that final growth curve.

Is your plan adjusted for the 2026 shift? 📈

#WealthManagement #Retirement

[Provident Capital Group, L.P. @procapgrp]

The $15M window is closing.

Estate tax exemptions are shifting in 2026. Higher taxes. Lower thresholds. Less flexibility.

For families focused on legacy, the time to move assets is now. Don’t let the sunset catch you off guard. 📈

#WealthManagement #Legacy

[Provident Capital Group, L.P. @procapgrp]

New year, new numbers. Inflation is adjusting. Limits are rising. The 401(k) cap hits $24.5k. The SALT threshold is now $40k. These shifts are essential for your tax strategy. Small pivots now protect your wealth later. Reach out for the full breakdown. 📈 #TaxStrategy

[Provident Capital Group, L.P. @procapgrp]

New year, new caps. 📈

2026 updates are here:
✅ 401(k) limit: $24.5k
✅ SALT deduction threshold: $40k

Are you hitting these new benchmarks? Tax efficiency starts with hitting the right numbers. #FinancialLimits #401k #SALT #ProvidentCapital

[Provident Capital Group, L.P. @procapgrp]

The $15M estate tax exemption window is closing. ⏳

With sunset provisions on the horizon, 2026 is the critical year for trusts and gifting. High-net-worth families: the clock is ticking on your legacy planning.

#EstatePlanning #TaxStrategy #ProvidentCapital

[Provident Capital Group, L.P. @procapgrp]

Earn over $150k? Take note: SECURE 2.0 now mandates catch-up contributions be Roth-only.

The upside? "Super Catch-ups" for ages 60-63 are officially live for 2026. Maximize your tax-free growth potential while you can. #Secure2 #TaxStrategy #WealthManagement

[Provident Capital Group, L.P. @procapgrp]

2026 Update: The full retirement age is now 67. 🛑

This isn't just a calendar change; it's a strategy pivot. Whether adjusting bridge accounts or draw-down timelines, that extra year matters for compounding.

Time to review the plan.

#WealthPlanning #Retirement2026

[Provident Capital Group, L.P. @procapgrp]

High earners, take note: If you’re making over $150k, SECURE 2.0 requires catch-up contributions to be Roth-only. 💸

The good news? “Super catch-ups” are here for ages 60-63. Optimization is key to avoiding a tax surprise. #SECURE2 #TaxStrategy #WealthManagement

[Provident Capital Group, L.P. @procapgrp]

2026 limits: 401(k) caps hit $24.5k. SALT hits $40k. 📈

Small shifts. Big impact. Is your portfolio positioned to take advantage?

#FinancialPlanning #TaxUpdates #InvestmentStrategy #401k

[Provident Capital Group, L.P. @procapgrp]

67 is the new 65. 🕒

With the retirement age shift in 2026, your timeline needs a second look. Are you adjusting your draw-down strategy or working longer?

Let’s talk about the impact on your wealth plan.

#RetirementPlanning #2026Trends #ProvidentCapital

[Provident Capital Group, L.P. @procapgrp]

The $15M estate tax exemption window won't stay open forever. ⏳

For families looking to preserve their legacy, 2026 is a pivotal year for strategic gifting and trusts. Don’t let the sunset catch you off guard.

#EstatePlanning #WealthTransfer #LegacyPlanning

[Provident Capital Group, L.P. @procapgrp]

https://t.co/aoKkJrOrH1

[Provident Capital Group, L.P. @procapgrp]

Just read this great article on the 5 key calculations for understanding business health—profitability, liquidity, efficiency, solvency, and valuation. 📊 A good read for small businesses https://t.co/Lw261r9oiY