Your C2 team publishes updates here as they happen, not just at your annual review. From IRS rule changes and Social Security adjustments to market commentary and retirement planning insights, this page keeps you connected to the information that matters to your plan.
This episode of the Rundown, Kirk and Michael break down the three plan styles behind every retirement we build: Max Income, Targeted Income, and Legacy. Watch to better understand which style you have and how it supports your retirement goals.
In case you missed it, be sure to go back and watch The Plan Drives Everything and Sensitivity Risk of a Retirement Plan, both are referenced in this episode and add important context.
With the first half of 2026 behind us, now is the right time to revisit your financial plan. From portfolio rebalancing and Roth conversion windows to updated tax projections and beneficiary reviews, your C2 team has put together a mid-year checklist to make sure your plan is positioned for what comes next.
Equity markets experienced meaningful volatility in Q2 as investors recalibrated expectations around Federal Reserve rate decisions. Your C2 advisory team reviews portfolio positioning on an ongoing basis. This update summarizes key market developments from the quarter and outlines how your portfolio strategy accounts for current conditions.
The IRS has revised contribution limits for Solo 401(k), SEP-IRA, and SIMPLE IRA plans for 2026. If you have not recently reviewed your retirement contribution elections, this is an important window to act. Your C2 advisor and CPA can model the impact on both your tax liability and long-term retirement projections.
Early in the calendar year, before income projections are set, is often the best window to evaluate Roth conversions. Converting traditional IRA assets to Roth when your projected income is lower can reduce the tax cost. Your C2 advisor and CPA coordinate this decision together as part of your integrated plan.
If you turned 73 in 2025 or are already taking RMDs, the deadline for your 2026 distribution is December 31. Your C2 team coordinates RMD timing with your income strategy to minimize tax impact.
C2 Private Wealth is proud to announce the addition of two new advisors to our growing team. As our client base expands, we remain committed to the same level of personal attention and integrated planning that has defined C2 from the beginning. Read this update to learn more about our newest team members.
Medicare Part B premiums increased again in 2026. Your C2 team has reviewed how this affects your healthcare cost projections and income plan. For most clients, these changes are already accounted for in your plan model.
The Federal Reserve held rates steady at its March meeting. Your C2 plan is built to perform across rate environments. This update outlines what the current rate outlook means for your income strategy and fixed income allocation.
Social Security benefits increased 2.5% in 2026 due to cost-of-living adjustments. Your C2 team has incorporated this into your income projections. This update summarizes what changed and what to expect in your monthly benefit.
This episode of the Rundown, Kirk and Michael explain the three plan styles behind every retirement we build: Max Income, Targeted Income, and Legacy. Watch to better understand which style you have and how it supports your retirement goals.