The SECURE 2.0 Act continues to reshape the retirement landscape, with 2026 marking a key turning point for high earners. Mandatory Roth catch-ups, expanded plan options, and 529-to-Roth rollovers are changing how—and when—we pay taxes on retirement savings.

This edition breaks down what’s already in motion, what’s coming in 2026, and how to navigate the transition thoughtfully. From using low-income years for strategic Roth conversions to repurposing education funds for tax-free retirement growth, we’ll explore practical ways to build flexibility into your plan without chasing the latest trend.

Perspective. Maybe you’ve always followed the S&P 500 headlines. Maybe you’re ready to see the bigger picture. At Wings and Wealth, we explore how global markets, disciplined investing, and fiduciary thinking intersect—using aviation insights to make money and wealth understandable. Because smart investing isn’t about chasing one index; it’s about learning to navigate every altitude with confidence.

Staying in the game. Maybe it’s running your first race, or maybe it’s keeping pace decades later. At Wings and Wealth, we celebrate endurance—in life, in health, and in investing. Because true strength isn’t found in short bursts of speed or market timing—it’s built over time through discipline, persistence, and purpose. It’s staying in the game.

Individuality - Maybe your goals are bold and complex—or maybe they’re just taking shape. At Wings and Wealth, we believe financial planning should be as unique as you are. From the Roosters just starting out to the Mavericks charting their legacy, a bespoke plan—like a tailored suit—fits better, feels right, and lasts longer. Because when your plan reflects your values, you’re free to fly your own course.