6 Retirement Must-Knows for 2026

#RetirementSpending #SocialSecurity #RetirementPlanning

Higher retirement plan contribution limits, changes to Social Security benefits, a new senior deduction, and more.

What’s a Safe Retirement Withdrawal Rate for 2026? https://www.morningstar.com/retirement/whats-safe-retirement-withdrawal-rate-2026

00:00:00 Introduction
00:00:16 Higher Contribution Limits for Retirement Savers in 2026
00:00:52 How Older Workers Can Take Advantage of Super Catch-Up Contributions
00:01:49 How Flexible Spending Strategies Can Boost Starting Safe Withdrawal Rate
00:04:34 How TIPS Can Benefit a Retirement Spending Plan
00:06:05 Will Retirees Who Delay Social Security Still Benefit From the Inflation Adjustment?
00:06:50 Which Investors Benefit From the New Senior Deduction?

Watch more from Morningstar:

5 Mistakes to Avoid With Your Investment Portfolio in 2026 https://youtu.be/eLGxxVqVRwY?si=En2kDb1yTENiDcv9

4 Financial To-Dos to Kick Off the New Year https://youtu.be/ssf-gl1Z3OI?si=0_gw3HW1XiURNd76

What’s on Deck for Taxes in 2026? https://youtu.be/RQhX6FOS8Pg?si=PQZ5CRZPWrRFe0gG

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