retirement-planning

Financial independence by 40 is an ambitious but increasingly common goal for high earners seeking...

Catch-up contribution limits are changing for 2026. Learn how standard and super catch-up rules...

401(k) contribution limits for employees are increasing in 2026. Find out how much you can put away...

If you have a Safe Harbor 401(k), you have the potential to save more in 2026. Learn about changes...

The IRS recently updated 401(k) employee and employer contribution limits for 2026. EP Wealth...

Learn about the 401k contribution limits for highly compensated employees (HCEs). Discover how HCEs...

Learn from EP Wealth’s Regional Director, Rich DeRafelo, CFP®, how proactive tax planning can help...

It is time to start looking ahead to important retirement planning dates for 2026. EP Wealth has...