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.
Browsing: advisor-year-end-checklist
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.