Ask Peggy® About Your Money

ASK PEGGY SHOW FOR 1-5-26


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  • January Market Movement
  • Roth 401(k) Catch-up Contributions
  • Financial Resolutions
  • Organizing Tax Information 


References:


https://www.marketwatch.com/story/investors-pin-hopes-on-the-january-barometer-with-stocks-set-to-skip-santa-claus-rally-for-a-3rd-year-343e0e77?mod=home_lead


https://www.thinkadvisor.com/2026/01/02/what-the-new-roth-catch-up-mandate-means-for-2026-tax-planning

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Ask Peggy® About Your MoneyBy Peggy Doviak, CFP®