12/11/2025
Hi folks. The 2026 retirement plan numbers have been released!
Roth IRA: $7,500 under age 50 and $8,600 for age 50 and up.
This is $625 per month or $716.66 per month.
401(k): $24,500 under age 50, $32,500 for age 50-59, & age 60-63 is $36,000.
HSA (health savings account): $4,400 single, $8,750 Family
$1,000 extra age 55 and up
Remember, even if you are a high wage earner, you can still do a Roth IRA via a Backdoor Roth. Contact me to learn more.
Reach out if you have any questions concerning retirement, investments, taxes, social security, life insurance, auto/home insurance, college planning, mortgages, etc....
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