Today I’m going to break down nine retirement numbers you actually need to know for 2026. No fluff, and no IRS jargon. The tax code changes every year, but not all changes matter to you, so I’m focusing on the ones that can directly impact how much you’re saving, how much you’re allowed to contribute, and how smart your retirement strategy really is.
I’ll cover updated contribution limits, catch-up rules (including the oddly specific 60–63 window), Roth IRA income thresholds, SIMPLE plan changes, and why qualified charitable distributions might be one of the most underused tax strategies out there.
Are you serious about tightening up your retirement plan for 2026? Do you want to make sure you’re not leaving money on the table? Then tune in and get ALL the knowledge you need to make it happen!
Important Information:
You should always seek counsel of the appropriate advisor prior to making any investment decision.
Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC.
The people and companies mentioned in this presentation are not affiliated with or endorsed by LPL Financial or CAPitalize Your Finances. LPL ART-634876 (11/24)