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 Meet with us: https://bit.ly/4vaWAge Education center: https://bit.ly/4oAbsSY 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 _____ 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.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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