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#tax-planning
Articles tagged with “tax-planning”
3 articles
2027 Contribution Limits: What the Projections Say Before the IRS Confirms
Projected 2027 limits: 401(k) at $25,000 or $25,500, IRA flat at $7,500, super catch-up to $11,750. Why two of those are still borderline and what to do before year-end.
The Roth Catch-Up Mandate Is Live: What High Earners Over 50 Lost in 2026
From January 2026, catch-up contributions must be Roth if your prior-year FICA wages topped $150,000. What it costs, who is exempt, and the plan gap that can block you entirely.
2026 Roth IRA Contribution Limits, Income Limits, and Backdoor Roth Strategy: Everything You Need to Know
2026 Roth IRA guide: $7,500 limit, income phase-outs, backdoor Roth steps, mega backdoor strategy, and Roth conversion ladder for early retirees.