retirement planning Archives

2026 Inflation Adjustments to Retirement Limits

Key Takeaways Retirement contribution limits are increasing across 401(k), IRA, and other plans beginning in 2026. Higher caps offer business owners more room for tax-advantaged savings and stronger retention tools for top employees. New rules require certain high-income employees to make catch-up contributions as Roth (after-tax) contributions. Reviewing plan design and contribution strategy before year-end […]

New Retirement Plan Proposal Raises Questions About Risk, Fees, and Transparency

Bailey Scarano Blog, Tax & Money Tips / By Bonnie Buol Ruszczyk

A recent executive order has put a spotlight on potential changes to retirement plan rules, specifically the possibility of allowing private equity investments in 401(k) plans. While this may sound like an exciting opportunity for business owners and employees seeking greater returns, it also brings a host of new risks and complications that deserve careful

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