These 2026 Changes for Roth and SS Will Impact You

Описание: Follow this link to receive a free personalized retirement video that walks through your goals, your numbers, and what that could mean for your future: https://form.typeform.com/to/GlkZv7YP

Big changes are coming to retirement planning in 2026 — and if you're over 50 and earned more than $145,000 last year, this affects you whether you know it or not. In this episode of Financial Prof, John Norberg, CFP, breaks down the new Roth catch-up mandate, Social Security updates, IRA limit increases, and how these changes stack in ways most advisors aren’t talking about.

📌 What You’ll Learn:
• How the new Roth 401(k) catch-up rule could impact your taxes — and how to turn it into a strategic advantage
• The 2026 Social Security COLA and what it means for your monthly income
• Updated work credit thresholds and how part-time work can boost your lifetime benefits
• The earnings test changes and how they affect early claimers
• Why timing and tax diversification are more important than ever

Follow this link to receive a free personalized retirement video that walks through your goals, your numbers, and what that could mean for your future: https://form.typeform.com/to/GlkZv7YP

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