Insights

Tax tips, options trading ideas, and market takes — updated regularly.

filtered by tag — clear

Tax Planning
2027 401(k) Limits: The IRS Hasn't Announced Them Yet, but Forecasters Expect a $25,500 Deferral Limit

The IRS has not published 2027 retirement-plan limits. See the official 2026 figures, forecasters' 2027 projections (including a $25,500 deferral limit), and why the final numbers can shift.

October 25, 2026 ET