JOURNAL ARTICLE

BANKING/WEALTH MANAGEMENT.

  • Published In: Business NH Magazine, 2026, v. 43, n. 1. P. 32 1 of 3

  • Database: Business Source Ultimate 2 of 3

  • Authored By: HAKOUN, MICHAEL 3 of 3

Abstract

The article explains that 2026 brings major retirement and tax-rule changes under SECURE 2.0 and the One Big Beautiful Bill, requiring proactive planning to optimize contributions, taxes, and long-term wealth. Topics include new catch-up rules and higher retirement limits, expanded estate and gift tax exemptions plus SALT cap changes, and planning opportunities for seniors, families, and business owners through conversions, deductions, and bonus depreciation.

Additional Information

  • Source:Business NH Magazine. 2026/01, Vol. 43, Issue 1, p32
  • Document Type:Article
  • Subject Area:Business and Management
  • Publication Date:2026
  • ISSN:1046-9575
  • Accession Number:190872940

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