The IRS has increased 2026 retirement contribution limits across 401(k), IRA, Roth IRA and HSA accounts. Plus: the new mandatory Roth catch-up rule for high earners that takes effect this year.

Owner-only Solo 401(k) administrators who do a Mega Backdoor Roth conversion need to issue their own 1099-R. Here's exactly how — including the right distribution codes, deadlines, and Form 5500-EZ rules.

Key retirement tax planning strategies including Roth conversions, IRA decisions and year-end moves — drawn from insights by Ed Slott, CPA, one of America's leading IRA experts.