Summit View Wealth Management

Are you aware of the 2026 contribution limits for tax-advantaged retirement accounts? If not, we’ve got you covered, with a quick look at what’s changing:

✅ 401(k), 403(b), 457, and TSP limits will increase to $24,500 (up from $23,500).
✅ Workers age 50+ can contribute an additional $8,000 (up to $32,500 total).
✅ IRA contribution limits will rise to $7,500, with a $1,100 catch-up option.
✅ “Super catch-up” contributions for ages 60-63 remain at $11,250.

Now is a good time to evaluate your current savings plan, explore your IRA options, and decide whether catch-up contributions make sense for your 2026 goals.

If you’re self-employed, it may also be worthwhile to review whether your SEP IRA or solo 401(k) plan needs an update.

Need help navigating these changes? Contact us to discuss how you can maximize these increased limits for your retirement strategy.

Are you aware of the tax brackets for 2026? The IRS released official 2026 income tax brackets in October 2025, reflecting changes made under the “One Big Beautiful Bill.”

These changes apply to income earned in 2026, but the time to plan is now — especially if you're expecting major financial changes like retirement, selling assets, or a boost in income.

If you need help reviewing how this could impact your long-term tax strategy, give us a call today. We’re happy to help you plan ahead.

Gratitude is at the heart of everything we do — and this season, we're especially thankful for the opportunity to work with such incredible people.

Whether you're traveling, cooking up a feast, or simply enjoying some well-deserved rest, we hope your Thanksgiving is filled with what (and who!) matters most.

Please note: We will be closed on Thursday, November 27th, and Friday, November 28th, to allow our team to enjoy the holiday.

Wishing you and your loved ones a warm, safe, and memorable Thanksgiving!

This Halloween, our team just wanted to share a little festive cheer with our clients: It’s truly 🍬 a treat 🍬 to work with you!

Whether you're carving pumpkins, dressing up, or enjoying time with friends, we hope your Halloween is full of fun — and free of tricks.

Stay safe and have a spook-tacular celebration!

As Halloween nears, it’s the perfect time to bust a few financial myths that have haunted portfolios for years. Swipe through to separate facts from fiction.

Wondering if something you heard is a sound tip or just another scary story? Reach out to us. We’re here to help you navigate your investment journey with confidence.

This season presents a great opportunity to revisit any financial matters you’ve been meaning to address or conduct a quick year-end review. If you'd like to connect before the holiday rush sets in, we’d be happy to schedule a time to talk through what’s on your mind!

Wishing you a productive and peaceful fall season. We’re here if you need anything.

Before the calendar flips to a new year, we’ve put together two steps to help ensure your money is working for you and not sitting idle. Swipe to learn more.

Let us help you end the year with clarity and confidence. Contact us to schedule your year-end financial review today.

Fall is a season of change and a great time to build habits that support long-term stability. Swipe through for two ideas to help you make the most of the months ahead.

Want to explore these habits further or build a personalized plan? Contact us to schedule a time to talk.

As the year starts winding down, it’s a perfect time to take a fresh look at your finances. Swipe for two smart habits to consider implementing this season.

Thinking about your next financial move? Let’s talk strategy. Contact us today.

September has a bad reputation among investors, but is it truly deserved? Let's break down the facts behind the so-called "September Effect" and what it means for your portfolio. Swipe to learn more.

Have questions about how to position your portfolio this fall? Contact us today. We’re here to help you make informed decisions.

This Labor Day, we’re excited to treat ourselves to some true relaxation and maybe fetch a few extra ZZZs while we’re at it.

Keep in mind that our office will be closed Monday, September 1st, but we’ll be back on Tuesday — ready to dig into how we can help you.

Wishing you a fun, safe, and restful holiday!