Jan 2 • General discussion
The 2026 Paycheck Checklist
401(k) / 403(b): Update to $24,500 annual limit ($2,041/mo) 🛡️
HSA Family: Update to $8,750 annual limit 🏥
HSA Individual: Update to $4,400 annual limit 🏥
Roth Mandate Check: If 50+ and income >$150k, ensure catch-up is 'Roth' ⚡
SALT Cap Audit: Prep for $40k itemization if state/local tax >$10k 🏠
W-4 Review: Adjust withholdings to stop the 'interest-free loan' to the IRS 💸
Debt Inventory: List every loan with interest >7% 📉
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The 2026 Paycheck Checklist
