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Insights provided by Chris Rett, CFP®, AIF® and Dean Barber Managing Director of Modern Wealth Management, LLC

Sources: 2026 401(k) and IRA Contribution Limits https://www.modwm.com/2026-401k-and-ira-contribution-limits/

401(k) limit increases to $24,500 for 2026, IRA limit increases to $7,500 https://www.irs.gov/newsroom/401k-limit-increases-to-24500-for-2026-ira-limit-increases-to-7500

https://youtube.com/shorts/S6j73TdwHMo?si=GC8PVn76y2grlock

https://www.youtube.com/shorts/S6j73TdwHMo

IRS Newsroom: 401(k) limit increases to $24,500 for 2026, IRA limit increases to $7,500: [https://www.irs.gov/newsroom/401k-limit-increases-to-24500-for-2026-ira-limit-increases-to-7500

https://investor.vanguard.com/investor-resources-education/iras/roth-ira-income-limits

https://www.tiaa.org/public/retire/financial-products/iras/ira-contributions-tax-benefits/income-and-deduction-limits

TIAA Wealth Management: 2026 catch-up contribution limits: [https://www.tiaa.org/public/invest/services/wealth-management/perspectives/catch-up-contributions-2026

MissionSquare: 2026 Retirement Plan Contribution Limits (401k, 457(b) & More): [https://www.missionsq.org/plan-sponsors/plan-rules/contribution-limits _____ Investment advisory services offered through Modern Wealth Management, LLC, a registered investment adviser.

The views expressed represent the opinion of Modern Wealth Management, a Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.