Live Webinar
Retirement Planning—February 25, 6:00 p.m.–7:30 p.m.
Thinking About Retirement? Are You Prepared?
Recent changes to retirement planning are largely driven by the SECURE 2.0 Act and annual cost-of-living adjustments, which affect contribution limits, required minimum distributions (RMDs), and employer plan rules for 2025 and 2026.
Key Changes for 2026:
- Higher contribution limits to 401(k) and 403(b).
- Higher IRA contribution limit.
- Catch-up contributions for workers age 50+.
- Mandatory Roth catch-up for high earners, 50+.
- Social Security 2.8% cost of living adjustment.
- And Secure 2.0 Act changes.
So many changes and so much to think about as it impacts your retirement plans. Consulting with a financial advisor can help you understand how these complex changes affect your personal retirement strategy.
Having a solid plan in place can make a big difference in how prepared and confident you feel about the future. Whether you’re just starting to save or looking to fine-tune an existing plan, it is important to understand what steps you can take now to set yourself up for a more comfortable, stress-free retirement.
Join us for this informative webinar and gain valuable insights into:
- Essentials of retirement planning.
- What life can look like after 60.
- How to set clear retirement goals.
- How much you might need to retire.
- How your pension works and when you’ll get it.
- The best time to start collecting Social Security.
- Simple ways to invest your retirement savings.
. . . and more.
Retirement planning is crucial as it provides financial security and the ability to maintain your desired lifestyle in retirement. It also helps prepare you for rising costs; helps with estate planning, provides several tax advantages, and peace of mind.
