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January 12, 2026

3 big changes for retirement planning this year

  • Here's a roundup of three key changes and some moves to consider.
    • By CHRISTINE BENZ
    Morningstar

    Benz

    For retirement savers and retirees, the new year brings more than the usual inflation adjustments to retirement contributions. The retirement legislation known as Secure 2.0 will also continue to phase in, and the One Big Beautiful Bill Act will have impacts too.


     
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