Get a head start on your financial goals for 2026! In this episode, Chris Wagner, Wealth Advisor at Vector, shares six financial planning topics for the year ahead.

Financial Planning in the New Year

Plus, New Catch-Up Contribution Rule for High Earners

If you’re age 50 or older and earned more than $150,000 with the same employer last year, all of your 401(k), 403(b), or 457(b) catch-up contributions must go into a Roth 401(k) account. 2026 is a transition year for this rule, with full enforcement starting in 2027. Check with your employer or retirement account custodian to learn if your plan is eligible.

Whether you’re planning for retirement, looking to optimize your tax strategy, or simply want to stay informed about the latest changes, Vector is here to help.

Happy New Year!

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Connect with Vector at vectorwealth.com

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Opinions expressed herein are solely those of Vector Wealth Management, our staff, and guests. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed directly and in detail with your financial advisor prior to implementation of a strategy or investment. Vectorwealth.com/regulatory