Tag: #limits

Wealth Management

IRS Announces 2027 Retirement Contribution Limits: Higher 401(k) Caps and Expanded Planning Opportunities

Saturday, November 14, 2026 | 12:59

The Internal Revenue Service has officially released its updated contribution limits for retirement accounts for the 2027 tax year, providing financial advisors and individual savers with the definitive figures necessary to begin their strategic planning for the upcoming calendar. While some limits remain static, significant adjustments to 401(k) deferrals, catch-up provisions, and income phase-out thresholds […]