Oct 16 – Dec 31 · Planning Season
2026 Year-End Planning Summary
A routine, well-settled year: no hard deadlines, but topping off HSA and 401(k) contributions before year-end captures a modest, low-effort tax benefit worth confirming.
Each move as a range, stepping down from the current-path liability.
Top off HSA contributions to the annual limit
Confirm 401(k) contribution rate still targets the employer match and annual limit
Addressed by the plan
1 of 2 quantified · 1 enable the rest without a separate figure
Time-sensitive moves before December 31.
Multi-year planning to revisit beyond this season.
Elan
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