URGENT RETIREMENT BRIEFING

A major regulatory shift has quietly taken effect across American retirement accounts in 2026.

Under SECURE 2.0 (Section 603), the IRS has officially activated mandatory Roth rules for catch-up contributions. At the same time, lawmakers in Washington have introduced legislation targeting high-balance IRAs and 401(k)s with mandatory withdrawals and contribution limits.

With over $47.6 trillion currently sitting in U.S. retirement assets, Washington is aggressively shifting rules to collect tax revenue immediately rather than waiting for future payouts.

Renowned retirement expert Bob Carlson - who has tracked Capitol Hill tax policy for over 35 years - warns that most retirees are completely unprepared for how these changes will impact tax liabilities.

For anyone holding assets in a 401(k), Traditional IRA, or Roth IRA, reviewing your strategy today is critical.

Click here for Bob Carlson’s urgent update on SECURE 2.0 retirement law changes and the specific steps to protect portfolios.

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