Capitalist Investor
Strategic Wealth Partners
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3 Retirement Deadlines You Can’t Afford to Miss Before 2027
With the end of 2026 approaching, there are several important retirement planning deadlines that could impact your taxes, savings and Medicare costs heading into the new year. In this episode, the team breaks down three key areas to review before year end: maximizing 401(k) contributions and catch up provisions, completing Roth conversions before the December 31 deadline and preparing for Medicare open enrollment. They also discuss the new Roth catch up rules for higher earners, how Roth conversions can affect future Medicare premiums and why waiting until the last minute could create unnecessary complications. If you’re nearing retirement or already retired, now is the time to review your numbers and make sure you’re not missing an important year end planning opportunity.
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