Retirement news and analysis

Read explanations with primary sources and clear publication dates. Proposals, final rules and administrative notices have different legal effects; a check date is not a new law.

Official-source monitoring last succeeded 2026-11-07T11:48:32.116Z. Coverage: complete. A source-check timestamp does not establish that the law changed or that a new article received editorial review.

• The 2027 Social Security COLA: turn a 3.6% increase into a retirement cash-flow check
• 2026 Roth catch-up contributions: check payroll wages before using the IRA rules
• 2026 Form 1099-R code Y is optional: keep your own charitable-distribution records