Get Ready for What's Coming in October (401K & IRA)

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Издатель Sep 5, 2026

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October and November are two of the most important months for anyone planning for retirement because that's when many of the IRS's inflation-adjusted numbers for the following year start coming into focus. In this video, I break down the 2027 tax and retirement changes you need to watch, including projected 401(k), 403(b), TSP, and 457(b) contribution limits, Roth catch-up contribution rules, the total annual 401(k) limit, IRA contribution limits, Roth IRA income phase-outs, tax brackets, and long-term capital gains thresholds. We’ll also cover the 2027 HSA contribution limits that have already been announced, the new Saver's Match, and how Social Security, military retirement pay, and VA disability compensation are affected by annual COLA adjustments. Most importantly, I’ll explain why these numbers matter for Roth conversions, tax planning, retirement contributions, and keeping more of your investment income.