The CBO moved Social Security’s trust fund depletion to 2032. Six planning moves advisors should make with clients in their 50s and 60s today.
Browsing: Retirement Planning
Retirement planning involves choosing retirement plan accounts, actively planning steps toward retirement,
The IRS set the 2026 401(k) limit at $24,500 and IRA at $7,500, with SECURE 2.0 Roth catch-up rules and a 2.8% Social Security COLA reshaping advisor year-end checklists.
Charter Communications’ $1.3B pension termination opens 2026 PRT wave. Milliman 100 funding hits 103.8% with $48.1B aggregate surplus across plans.
SECURE 2.0 Section 101 makes auto-enrollment mandatory for new 401(k) plans in 2026. Vanguard: 87% participation vs 52% without. Amendment deadline Dec 31.