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What’s Changing for Social Security in 2026
by
Camille Blomdahl
Director of Client Services
WealthTrace
Social Security benefits will rise by 2.8% in 2026, giving the average retiree an extra $56 per month beginning in January.
Full story
How New Catch-Up Contribution Rules Can Impact You
by
Camille Blomdahl
Director of Client Services
WealthTrace
Higher earners (making $145,000 in salary or more) must make catch-up contributions into a Roth account starting in 2026.
Full story
Five Ways to Reduce RMDs
by
Camille Blomdahl
Director of Client Services
WealthTrace
Roth conversions and Qualified Charitable Distributions can help manage taxable income and reduce future RMD obligations.
Full story
Private Equity Could be Coming to 401(k) Plans
by
Camille Blomdahl
Director of Client Services
WealthTrace
An executive order could allow retirement savers to invest in private equity, real estate, and even digital assets like Bitcoin.
Full story
New Charitable Giving Tax Rules Coming in 2026
by
Camille Blomdahl
Director of Client Services
WealthTrace
If charitable giving is part of your financial plan, upcoming changes to federal tax rules could affect how much of your generosity is deductible.
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