#retirement planning
4 articles found
Investment Tax Planning for 2026: How Income Stacks, Roth Conversions, IRMAA, and the Hidden Rates Between Brackets
2026 investment tax planning: how dividends stack on other income, a Roth conversion example with hidden 27% to 30% rates, IRMAA and NIIT, and a calendar.
Retirement Income in 2026: Withdrawal Rates, Social Security Timing, RMDs, and Guardrails
Turning savings into income: what withdrawal-rate research shows, when to claim Social Security, 2026 RMD rules, and how guardrails and buckets compare.
Annuities in 2026: Income Annuities, MYGAs, Indexed and Variable Contracts, Fees, and What Current Rates Buy
How SPIAs, deferred income annuities, QLACs, MYGAs, indexed annuities, RILAs, and variable annuities work, with September 2026 rates, fees, and protections.
Retirement Planning in 2026: How Much to Save, the New Contribution Limits, and Which Account to Fund First
Set a retirement savings target, use the 2026 401(k), IRA, and HSA limits, handle the new Roth catch-up rule, and fund accounts in a sensible order.