Retirement Planning

2026 Retirement Contribution Checklist: What to Maximize Before December 31 and What is Coming in 2027

Nick Ventura

Published on: 02/11/2026

The 2026 401(k) contribution limit is $24,500 and the IRA limit is $7,500. With December 31 approaching fast, here is your practical retirement contribution checklist — including catch-up rules, Roth vs. traditional considerations, and what projected 2027 limits may mean for your planning.

retirement planning401kIRAcontribution limitsyear-end planningSECURE 2.0catch-up contributionsRoth IRAretirement savings

When Should You Claim Social Security? A Planning Guide for 2026

Nick Ventura

Published on: 07/09/2026

Deciding when to claim Social Security is one of the most consequential retirement decisions you'll make. This guide explains your claiming options, the tradeoffs at each age, and key factors to consider in 2026.

Social SecurityRetirement PlanningRetirement IncomeFinancial PlanningClaiming StrategyFull Retirement Age