Revolve Wealth Partners

It is that time of year again, Tax Season! Getting a head start can be helpful in making this time of year more manageable. As you begin receiving your 2025 tax documents, here are a few key things you can do to make tax season easier!

Join us on Thursday, January 29th at 11:00 AM EST for our Q4 Market Update Webinar. We’ll recap the key trends that shaped the quarter and share our outlook for what’s ahead. Click here to register: https://attendee.gotowebinar.com/register/7292972018689075545

Are you aware of the 2026 contribution limits for tax-advantaged retirement accounts? If not, we’ve got you covered, with a quick look at what’s changing:

✅ 401(k), 403(b), 457, and TSP limits will increase to $24,500 (up from $23,500).
✅ Workers age 50+ can contribute an additional $8,000 (up to $32,500 total)
✅ IRA contribution limits will rise to $7,500, with a $1,100 catch-up option
✅ “Super catch-up” contributions for ages 60-63 remain at $11,250

Now is a good time to evaluate your current savings plan, explore your IRA options, and decide whether catch-up contributions make sense for your 2026 goals.

If you’re self-employed, it may also be worthwhile to review whether your SEP IRA or solo 401(k) plan needs an update.

Need help navigating these changes? Contact us to discuss how you can maximize these increased limits for your retirement strategy.