9 New Retirement Numbers That You Need to Know for 2026
Автор: CAPitalize Your Finances
Загружено: 2026-01-05
Просмотров: 44
Описание:
Today I'm going to break down nine retirement numbers you actually need to know for 2026. No fluff, and no IRS jargon. The tax code changes every year, but not all changes matter to you, so I’m focusing on the ones that can directly impact how much you’re saving, how much you’re allowed to contribute, and how smart your retirement strategy really is.
I’ll cover updated contribution limits, catch-up rules (including the oddly specific 60–63 window), Roth IRA income thresholds, SIMPLE plan changes, and why qualified charitable distributions might be one of the most underused tax strategies out there.
Are you serious about tightening up your retirement plan for 2026? Do you want to make sure you’re not leaving money on the table? Then tune in and get ALL the knowledge you need to make it happen!
#podcast #capitalizeyourfinances #financialplanning #financialhelp
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