The Retirement Studio Blog

Gain Financial Confidence & Clarity

Whether you're an individual, a family, or a business owner, our blog offers practical strategies to help you navigate the path to financial security with confidence and clarity. Stay updated with the latest trends and empower yourself to plan smarter for a stress-free retirement.

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401(k) Limits for 2026: A Quick Cheat Sheet

Jan 5, 2026 | 401(k) Plans

Learn how 401(k) limits are set, what to expect for 2026, and how to use the rules to maximize contributions as you approach retirement.

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The 2025 Tax Sunset: What to Do Now and in 2026

Dec 22, 2025 | Wealth Management

Learn how the 2025 Tax Sunset will impact your income and estate taxes, and discover strategies to protect your wealth before rates rise in 2026.

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How Will 2026 Medicare Premium Increases Impact My Retirement Budget?

Dec 19, 2025 | Wealth Management

Learn how 2026 Medicare premium changes might affect your retirement budget, and which steps to consider with your financial and tax advisors.

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Roth Conversions Near Retirement: When Paying Tax Now May Improve Your Flexibility Later

Dec 9, 2025 | 401(k) Plans

Approaching retirement? Learn when Roth conversions can make sense and how they may reduce future taxes and required distributions.

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