Retirement planning blog
Focused retirement questions and current US planning rules
Blog posts address focused scenarios, annual figures, and current US rules. The retirement guides provide broader evergreen explanations of calculator assumptions and planning concepts.
Latest retirement planning posts
2026 contribution limitsUS Region2026 Retirement Contribution Limits and Catch-Up ContributionsReview the 2026 limits for workplace plans and IRAs, including general and age 60–63 catch-up contributions.Published Jul 27, 2026 · Reviewed for 2026Employer matchUS RegionHow a 401(k) Employer Match WorksTranslate common employer-match formulas into dollars and separate employee contributions, employer contributions, and vesting.Published Jul 27, 2026 · Reviewed for 2026Later-start planningUS RegionCatching Up on Retirement Savings in Your 40s and 50sCompare contribution, spending, and retirement-age changes without assuming one lever will close every projected shortfall.Published Jul 27, 2026 · Reviewed for 2026Early retirementUS RegionHow to Retire at 55: A U.S. Planning ChecklistTest the account-access, healthcare, income, spending, and benefit constraints that can shape a U.S. retirement target at age 55.Published Jul 27, 2026 · Reviewed for 2026Healthcare and MedicareUS RegionHealthcare Costs Before and After MedicareSeparate the pre-65 insurance bridge from Medicare-era premiums, deductibles, cost sharing, and other healthcare budget items.Published Jul 27, 2026 · Reviewed for 2026
How current figures are reviewed
Posts with annual limits, premiums, or current rules display a review year. Figures are checked against the linked government sources and should be rechecked when a reader acts on them.