2026 IRS updates that could reshape your retirement strategy

Here’s a look at key changes to help you evaluate your tax strategy with the goal of fully optimizing your retirement plan.
FOX 5 Atlanta

IRS unveils 401K and IRA contribution limits for 2026. What we know

In 2026, new contribution limits will be implemented for 401k and individual retirement accounts. Contribution limits for a 401K will rise to $24,500 next year. And IRA contribution limits are ...
Wealth Management

401(k) Real Chat: Vinnie Allard

Betterment's Vinnie Allard discusses how retirement plan advisors leverage DC relationships to offer wealth services amid industry convergence ...
Hosted on MSN

IRS Announces Official 2026 IRA And 401k Contribution Limits

・The IRS raised the 2026 contribution limits for 401(k) and 403(b) plans to $24,500 and IRA limits to $7,500. ・Catch-up contributions rise for workers 50 and older, with special higher limits for ...
Fast Company

You can stash more in your 401(k) and IRA next year—here’s the new IRS limit

Every year, American taxpayers are eligible to put a certain amount of money into their retirement accounts, including 401(k)s and IRAs. But each year, the upper allowable threshold for these accounts ...
InvestmentNews

IRS reveals new 401(k), IRA contribution limits for 2026

The Internal Revenue Service has announced higher contribution limits for 401(k) and individual retirement accounts for 2026, giving savers and their advisors new benchmarks as they plan for the ...
Forbes

Here’s How Much IRA, 401(k) And Other Retirement Contributions Limits Increase In 2026

The IRS has announced that the amount of tax-favored funds that you can sock away for retirement is increasing. In 2026, the amount most individuals can contribute to their 401(k) plans will tick up ...
JD Supra

IRS Releases 2026 Retirement Plan Contribution Limits: What Employers and Plan Participants Need to Know

The IRS has announced updated cost-of-living adjustments for retirement plan contribution limits that will take effect in 2026. The changes apply to 401(k), 403(b), governmental 457 plans, IRAs, ...
Hosted on MSN

What to Know About 403(b) Plan Conversion, Including Its Tax Implications

What Is 403(b) Plan Conversion Process? The 403(b) plan conversion process involves transferring funds from a 403(b) plan to another retirement account, such as a Roth IRA or Traditional IRA. The ...
Business Wire

Schroders Study Finds Nearly Half of Retirement Plan Participants Would Invest in Private Assets

NEW YORK--(BUSINESS WIRE)--According to the Schroders 2025 US Retirement Survey, 45% of investors participating in 401k, 403b or 457 workplace retirement savings plans say they would invest in private ...
Barron's

Many Teachers and Healthcare Workers Can’t Use 401(k)s. It’s Costing Them Dearly.

Roughly 10 million teachers and healthcare workers can’t access low-cost investment vehicles thanks to a quirk of their retirement accounts. Frequently required to put their savings into ...