Jun 18, 2026
Phased out of Roth IRA contributions in 2026? Learn how the Backdoor and Mega Backdoor Roth rules can open up to $72,000 in potential tax savings this year. Get your Modern Confidence Score here: yourconfidencescore.com
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Retirement Plan Checklist: Retirement Checklist
Insights provided by Chris Rett, CFP®, AIF® and Dean Barber Managing Director of Modern Wealth Management, LLC
Sources:
2026 401(k) and IRA Contribution Limits
https://www.modwm.com/2026-401k-and-ira-contribution-limits/
401(k) limit increases to $24,500 for 2026, IRA limit increases
to $7,500
https://www.irs.gov/newsroom/401k-limit-increases-to-24500-for-2026-ira-limit-increases-to-7500
https://youtube.com/shorts/S6j73TdwHMo?si=GC8PVn76y2grlock
https://www.youtube.com/shorts/S6j73TdwHMo
IRS Newsroom: 401(k) limit increases to $24,500 for 2026, IRA limit increases to $7,500: [https://www.irs.gov/newsroom/401k-limit-increases-to-24500-for-2026-ira-limit-increases-to-7500
https://investor.vanguard.com/investor-resources-education/iras/roth-ira-income-limits
https://www.tiaa.org/public/retire/financial-products/iras/ira-contributions-tax-benefits/income-and-deduction-limits
TIAA Wealth Management: 2026 catch-up contribution limits: [https://www.tiaa.org/public/invest/services/wealth-management/perspectives/catch-up-contributions-2026
MissionSquare: 2026 Retirement Plan Contribution Limits (401k,
457(b) & More): [https://www.missionsq.org/plan-sponsors/plan-rules/contribution-limits
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Investment advisory services offered through Modern Wealth
Management, LLC, a registered investment adviser.
The views expressed represent the opinion of Modern Wealth Management, a Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.