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INSIGHTS

2026 Contribution Limits

2026 Contribution Limits

2026 Contribution Limits

Each year the IRS sets the contribution limits as well as specifies various phase out levels for the upcoming year. Here’s a few of the important changes coming in 2026. Want to skip the details? Check out the bottom of the post for our one-page summary of the new contribution limits. CHANGES TO CATCH-UP CONTRIBUTIONS There are big changes coming to catch-up contributions in 2026. Under the SECURE 2.0 Act, catch-up contributions for those who made more than $145,000 in the

Nov 143 min read

Q3 2025 | A Quarter in Review

Q3 2025 | A Quarter in Review

Q3 2025 | A Quarter in Review

2025 Q3 MARKET INSIGHTS The third quarter of 2025 finished with strong returns in the US markets, foreign developed markets, and foreign...

Oct 106 min read

Q2 2025 | A Quarter in Review

2025 Q2 Market Insights The second quarter of 2025 opened with increased market volatility, which was driven by economic uncertainty...

Jul 55 min read

Wealth Management, Redefined: A Personal Approach from DeLeon Wealth

Wealth Management, Redefined: A Personal Approach from DeLeon Wealth

Wealth Management, Redefined: A Personal Approach from DeLeon Wealth

At DeLeon Wealth we believe Wealth Management can be distilled down to three broad categories – your life , your wealth , and your legacy...

Jun 94 min read

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DeLeon Wealth, LLC (“RIA Firm”) is a registered investment adviser located in Kennewick, WA. DeLeon Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. DeLeon Wealth’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of DeLeon Wealth’s web site on the Internet should not be construed by any consumer and/or prospective client as DeLeon Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by DeLeon Wealth with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of DeLeon Wealth, please contact the state securities regulators for those states in which DeLeon Wealth maintains a registration filing. A copy of DeLeon Wealth’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from DeLeon Wealth upon written request. DeLeon Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to DeLeon Wealth’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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