If Your Home Is Worth Over $400,000 and You're Over 60 — Do These 4 Things Before January
If you are over 60 and your home is worth more than $400,000, there are four protections built specifically for your situation in the tax code and state law right now. A senior property tax exemption with a January deadline that most homeowners never apply for. A capital gains exclusion worth up to $500,000 that expires if you miss the residency window. A free homestead declaration that protects your equity from creditors in 30 minutes. And a 2026 SALT cap change that may flip your entire filing strategy. In this video I walk through all four with exact dollar amounts, deadlines, and the forms you need. Topics covered: senior property tax exemption 2026, Texas over 65 homestead freeze, Georgia school tax exemption, New York senior citizens exemption, Florida homestead exemption, capital gains exclusion primary residence, two of five year residency rule, homestead declaration county recorder, SALT deduction cap $40,400 One Big Beautiful Bill, $6,000 senior bonus deduction Schedule 1A, Form 1040-X amended return, property tax reduction retirees #PropertyTaxExemption #RetirementPlanning #HomeownerTips2026 #CapitalGainsTax #SALTDeduction #SeniorTaxCredit #HomesOver400k #OneBigBeautifulBill #RetirementTaxes #KevinRetires
If You Own Your Home and You Are Over 60 — File These 5 Documents Before It Is Too Late
PAID-OFF HOUSE? 3 IRS Tax Traps Could Cost You $50K+. File These Forms
If You Have $500,000 Saved, the IRS Has Rules for You That Most Retirees Never See Coming
YOUR 2027 SOCIAL SECURITY RAISE: 3.9% Is Coming — But Here Is The Catch
NEVER TRANSFER YOUR HOME TO YOUR KIDS: The $150,000 Capital Gains Trap (2026)
Your Property Tax Quietly Changed for 2026. Most Seniors Overpaid
New 2026 BILL Scams - Former Government Insider Warns
Warren Buffet: Don't Pay Cash for Your Next Car — Here's Why
Every Parent Over 60 Who Owns a Home Is Making a $120,000 Estate Planning Mistake Right Now
Sell These 5 Things Before You Retire or the IRS Will Tax Everything
Retirees Are Overpaying Thousands Every Year — Check These 5 Bills Now
If You Are Still Filing Taxes the Same Way You Did While Working — You're Overpaying by $7,400
🤯 A PAID-OFF HOUSE IN 2026? — The "Dead Equity" Tax Bomb Destroying Retirees
Your Paid-Off Home Created an IRS Trap — Here Is the $120,000 Proof
YOUR SOCIAL SECURITY LOST 14% OF ITS VALUE: Here Is What To Do About It
The Government Will Pay You to Buy These 5 Assets (Most People Own Zero)
The IRS Built You A Wealth Machine. You're Not Using It.
IRS Already Has Your Home Records — Seniors Could Owe $75,000
7 Things That DISAPPEAR the Day You Retire
