Lee Wealth Management

02/18/2026

April 15 is only 25 days away! Just a friendly reminder that Tax Day is just around the corner. While many may have their ducks in a row, tax-wise, today is a good time to connect with your tax professionals to confirm you've met all the deadlines or make any necessary arrangements!

01/31/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video explores what to do with retirement accounts when you move on from your job.

01/29/2026

Just entering retirement? Here's what you need to know.

Regardless of how you approach retirement, there are some things about it that might surprise you.

01/26/2026

Before retiring early, take a look at the cold, hard facts.

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

01/13/2026

What are Wall Street’s best and brightest looking for in 2026? If you toss out the highest and lowest, you can see that the other forecasts settle into a pretty tight range for the year. What the table doesn’t show is that there will be highs and lows during the year. There will be times when stock prices look invincible. And there will be times when you wonder why you invest in stocks at all.

01/05/2026

🚀 Big News for Your 2026 Retirement Plans! 🚀

The IRS announced new contribution limits for 2026 in November, and there's a lot to look forward to! Here's a quick breakdown:

🔹 401(k), 403(b), 457 Plans & TSP: Contribution limit increased to $24,500 (up from $23,500 in 2025). If you're 50 or older, you can contribute up to $32,500 annually!

🔹 IRA Contributions: Limit increased to $7,500. Catch-up contributions for those 50 and older are now $1,100.

🔹 Roth IRA & Saver’s Credit: Income phase-out ranges have increased, making it easier to qualify and maximize your savings.

🔹 SIMPLE Accounts: Contribution limit up to $17,000, with higher limits for certain accounts.

🔹 Medicare Part B: Monthly premiums will rise to $202.90, impacting how much of your Social Security COLA you'll see.

Stay up-to-date with details about your retirement savings! For full details, check out Notice 2025-67 on the IRS website.

With most retirement accounts, once you reach age 73, you must begin taking required minimum distributions. Roth accounts are the exception. Withdrawal penalties may apply if you take the money before age 59½. Roth IRA distributions must meet a 5-year holding requirement and occur after the account holder reaches age 59½.



Sources:
IRS.gov, November 13, 2025
CNBC, November 17, 2025

12/23/2025

When the One Big Beautiful Bill (OBBB) Act was passed on July 4, the legislation left several unanswered questions that the IRS is now addressing. The IRS undergoes this process every year, but this time around, the OBBB has added to the uncertainty. Here’s what the 2026 Federal income tax brackets will look like.

12/22/2025

Job creation at small firms has come to a halt. Firms with fewer than 50 employees lost 120,000 jobs during the first two weeks of November. If the Fed cuts short-term interest rates, will that solve small businesses' job problems overnight? No, but it might be a step in the right direction.

12/18/2025

A new Realtor.com analysis indicates that home prices may decline in 22 of the 100 largest U.S. cities in 2026, with most of the projected decreases concentrated in the South and West. Seven of the eight largest cities in Florida are expected to see price drops, with the Cape Coral–Fort Myers area forecast to fall 10.2%, the steepest decline in the country.

The North Port–Sarasota–Bradenton region is projected to follow with an 8.9% decline. These metros saw significant demand during the pandemic boom, and rising inventory and more balanced conditions are now contributing to softer price expectations.

While 22 cities are slated for declines, prices in the remaining large metropolitan areas are still expected to rise, albeit modestly, with a median increase of approximately 4%. The report also notes a potential uptick in existing-home sales, which are projected to reach 4.13 million in 2026.

A new report from Realtor.com projects that the housing market will shift in a more buyer-friendly direction in 2026.

12/17/2025

The beans brewed for your morning coffee may have changed hands many times.

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

12/15/2025

How prepared are you for retirement?

This checklist can give you a quick snapshot of how prepared you are.