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Starting in 2026, high earners must make 401(k) catch-up contributions on a Roth basis. Check whether the $150,000 wage rule applies to you and see your 2026 contribution limits.

Long-term capital gains stack on top of your other income and are taxed at 0%, 15%, or 20%. See how much gain you can realize tax-free in 2026 and what a larger sale would cost.

Find out which 2026 IRMAA tier your income lands in and exactly what the Part B and Part D surcharges cost. IRMAA is a cliff — one dollar over a threshold can cost you hundreds a year.

The One Big Beautiful Bill Act added a temporary $6,000 deduction for taxpayers 65 and older. See how much you qualify for after the 6% income phase-out — and why the window closes after 2028.

Headlines warn Social Security could be cut by 2033, tempting many to claim early to beat it. Here is the math — and what the Trustees Report really says.