3 big changes to your money that financial experts say to prepare for in 2026

3 big changes to your money that financial experts say to prepare for in 2026

- in Annuities, Featured, Money, Retirement, Taxes, US
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Retirement contribution limits are going up

The IRS announced that contributions to 401(k)s, 403(b)s, Thrift Savings Plans and governmental 457 plans can be maximized to $24,500, up from $23,500 in 2025. Catch-up contributions increased to $8,000 for those aged 50 and older.

Additionally, “a brand-new rule for 2026 will require certain high earners to make catch-up contributions to a designated Roth account,” adds Ashley Weeks, VP and wealth strategist at TD Bank. “If an employee earned over $150,000 in wages in 2025, their catch-up contributions to that employer’s retirement plan in 2026 must be made on a Roth basis. While a Roth account provides tax-free growth, contributions do not yield a tax deduction, which high earners likely prefer during peak income years.”

Read more at MarketWatch

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