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Retirement Planning

Supersavers who can put $72,000 in their 401(k)s in 2026 should make this smart ‘mega’ Roth move - MarketWatch

Supersavers: How to Maximize Your 401(k) to $72,000 Using the Mega Roth Strategy in 2026

Learn how supersavers can use the Mega Backdoor Roth conversion to maximize 401(k) contributions up to $72,000 in 2026, bypassing Roth IRA income limits. Expert guide.
As boomers are forced back to work because they can’t afford to retire, Robinhood CEO says Gen Zers are opening retirement accounts at just 19 years old - Fortune

The Retirement Paradox: Boomers Forced Back to Work as Gen Z Starts Saving at 19

Robinhood CEO Vlad Tenev highlights the generational gap: Boomers forced back to work while 19-year-olds open IRAs. Understand the economic drivers and implications.
Liz Weston: We received a huge lump sum Social Security check. How much tax will we pay? - OregonLive.com

Taxing the Windfall: How to Calculate Taxes on a Large Social Security Lump Sum Payment

Received a large Social Security lump sum? Learn how the IRS Lump-Sum Election Method in Publication 915 can reduce your tax burden by spreading income.
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