If you’re in your 50s and wondering how to retire within the next decade, this episode is for you. Tony and Derek pick up where last week’s discussion left off, revealing the final five tips to strengthen your financial plan and protect your retirement dreams. They dive deep into practical strategies—protecting against inflation, managing healthcare costs, optimizing insurance, stress-testing your plan, and building a retirement lifestyle that’s both realistic and rewarding. You’ll learn how ...
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If you’re in your 50s and wondering how to retire within the next decade, this episode is for you. Tony and Derek pick up where last week’s discussion left off, revealing the final five tips to strengthen your financial plan and protect your retirement dreams. They dive deep into practical strategies—protecting against inflation, managing healthcare costs, optimizing insurance, stress-testing your plan, and building a retirement lifestyle that’s both realistic and rewarding. You’ll learn how ...
Losing Your 401(k) Tax Break: What You Need to Know for 2026
Capitalist Investor
16 minutes
1 month ago
Losing Your 401(k) Tax Break: What You Need to Know for 2026
Big changes are coming to retirement planning—and they may hit you sooner than you think. In this week’s episode of The Capitalist Investor, Tony and Derek break down new rules that eliminate a key 401(k) tax break for employees over age 50 making more than $150,000 Congress is now forcing these catch-up contributions into Roth accounts, removing the upfront tax deduction many workers rely on. While this may sound like bad news, Tony and Derek explain why having a Roth “bucket” might actuall...
Capitalist Investor
If you’re in your 50s and wondering how to retire within the next decade, this episode is for you. Tony and Derek pick up where last week’s discussion left off, revealing the final five tips to strengthen your financial plan and protect your retirement dreams. They dive deep into practical strategies—protecting against inflation, managing healthcare costs, optimizing insurance, stress-testing your plan, and building a retirement lifestyle that’s both realistic and rewarding. You’ll learn how ...
