Dan breaks down several key rule changes converging in 2026, including updates under the SECURE Act 2.0, Social Security, and other federal benefits. He wraps up with important timing considerations and practical steps to help federal employees stay ahead. Katelyn walks through a practical to-do list for the start of the 2026 leave year. She covers TSP updates, FEHB, FEDVIP, dental and vision coverage, and key timing rules for HCFSA and LEXHCFSA accounts. She also emphasizes reviewing your 2025 W-2, evaluating federal and state tax withholding, understanding the 2025 IRA contribution window, reassessing life insurance coverage, reviewing beneficiary designations, and planning for TSP required minimum distributions (RMDs).

Source: Forbes February 20, 2026 15:20 UTC