Research

Investigations, evidence, and the questions behind the conclusions.

3 Big Changes for Retirement Planning in 2026, Explained

The article details three retirement planning changes for 2026: the SECURE 2.0 rule requiring Roth treatment for catch-ups when prior-year FICA wages exceed $150,000, increased standard, age-50+, and age-60-63 super catch-up limits for 401(k),…