Browsing: IRS

SECURE 2.0’s super catch-up lets workers aged 60-63 contribute up to $11,250 extra in 2026. Here’s the eligibility checklist advisors need before year-end.

OBBB expanded HSA eligibility on January 1, 2026. Bronze, catastrophic, and DPC plan members can now contribute. Inside the rules and the planning shift.

SECURE 2.0’s Roth catch-up rule is enforceable in 2026. Earners above $150K must make catch-ups as Roth. What changes for plans, payroll, contributions.

2.8% COLA, $184,500 wage base, $6,000 senior bonus deduction, 2027 tax brackets — the full retirement planning playbook for 2026 and the year ahead.