Investor’s Playbook

IP #115: Retirement Made Easy: New Rules to 2026


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In this episode of Investor’s Playbook, we’re breaking down the new retirement rule changes coming in 2026 and what they mean for your money. From updated contribution limits to shifts in tax benefits and catch-up options, we walk through the changes in plain language so you know exactly how to take advantage of them.


We’ll talk about how these new rules can help you save more, retire sooner, and build a stronger long-term plan without feeling overwhelmed by the fine print. Whether you’re just getting started with your 401(k) or fine-tuning your retirement strategy, this episode will help you move into 2026 with clarity and confidence.


If “retirement” feels far away or complicated, this is your guide to making it simple—and making it work for you.

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Investor’s PlaybookBy Investor’s Playbook