INSIGHTS & RESOURCESFinancial Planning Insights That Actually Make Sense
Real answers to the questions we hear most, on retirement, taxes, equity compensation, 401(k) plans, and everything in between. No jargon, no fear tactics, just the kind of guidance we'd want if we were on the other side of the table.
How Do You Max Out Your 401(k) in 2026?
Hitting the maximum 401(k) contribution limit is one of the most effective ways to build wealth and manage tax exposure. Learn how the $24,500 base limit, $11,250 Super Catch-Up, and new high-earner Roth rules affect your 2026 savings strategy.
What Are the 401(k) Contribution Limits for 2026?
Driven by cost-of-living adjustments and SECURE 2.0 provisions, 401(k) rules for 2026 bring higher contribution caps, a targeted "Super Catch-Up" for ages 60–63, and new mandatory Roth rules for higher earners. Here is what you need to know to prepare your cash flow and tax strategy.