『How Your 401k Catch-Up Contributions Change at Age 50』のカバーアート

How Your 401k Catch-Up Contributions Change at Age 50

How Your 401k Catch-Up Contributions Change at Age 50

無料で聴く

ポッドキャストの詳細を見る
Episode 34 of The 401k Podcast with Fexingo digs into the 401k catch-up contribution rule for workers age 50 and older. Lucas and Luna break down the SECURE 2.0 changes taking effect in 2025 and 2026, including the new higher catch-up limit for ages 60 to 63. They walk through a real example: a 55-year-old earning $120,000 who uses the full catch-up for five years could add nearly $40,000 in tax-advantaged savings versus skipping it. The hosts also explain why the rule change in 2026 forces some high earners to use Roth catch-up contributions instead of pre-tax. A practical episode for anyone approaching retirement or helping a parent with their 401k strategy. #401k #CatchUpContributions #RetirementPlanning #SECURE2.0 #RothCatchUp #EmployerRetirementPlans #Age50Plus #TaxAdvantagedSavings #FiduciaryRules #ContributionLimits #PreTaxVsRoth #RetirementIncome #PlanSponsor #IRSGuidance #Finance #PersonalFinance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません