Media Summary: Book an Retirement Consultation with a Tax Advisor - how to fund your Solo Owner As a Financial Planner, I get a lot of questions from clients who are trying to maximize their retirement savings, so I thought I would ... 00:00 Intro 00:29 Roth IRAs Have Income Limits — But Roth

New 401 K Catch Up - Detailed Analysis & Overview

Book an Retirement Consultation with a Tax Advisor - how to fund your Solo Owner As a Financial Planner, I get a lot of questions from clients who are trying to maximize their retirement savings, so I thought I would ... 00:00 Intro 00:29 Roth IRAs Have Income Limits — But Roth If you're 50+ and your wages exceed $150000, your SECURE Act 2.0 took away a major perk for Americans over the age of 50, and that's the pre-tax In this episode, we break down one of the most impactful Secure 2.0 changes arriving in 2026 and why it is

Workers over 50 who earn more than $145000 will face How much money will you be able to contribute to your

Photo Gallery

IRA and 401(k) Limits Explained for 2026 + Catch-Up Contributions
401(k) Catch-Up Contribution FAQ: Your Top Questions Answered (2026 Rules)
New 401k Super Catch-Up Contribution Rules Explained
New 401(k) Rule Coming in 2026: What You Need to Know if You Earn Over $145K
New 401K Rules in 2026 You Need to Know
Unpacking the New Rules for 401(k) Catch-Up Contributions
Mandatory Roth Catch-Up Starts 2026 — What You Must Do Now
This 401K Catch-Up Rule Will Change Your Retirement
Secure 2.0: The 2026 401k Catch Up Rule That Will Surprise High Earners
Big Changes Coming to Solo 401(k) Catch-Up Contributions in 2026
Your Money: 401(k) catch-up contribution rules change for high earners in 2026
New 401(k) Catch-Up Rules for 2025!
View Detailed Profile
IRA and 401(k) Limits Explained for 2026 + Catch-Up Contributions

IRA and 401(k) Limits Explained for 2026 + Catch-Up Contributions

Book an Retirement Consultation with a Tax Advisor - how to fund your Solo Owner

401(k) Catch-Up Contribution FAQ: Your Top Questions Answered (2026 Rules)

401(k) Catch-Up Contribution FAQ: Your Top Questions Answered (2026 Rules)

As a Financial Planner, I get a lot of questions from clients who are trying to maximize their retirement savings, so I thought I would ...

New 401k Super Catch-Up Contribution Rules Explained

New 401k Super Catch-Up Contribution Rules Explained

Did you know there are

New 401(k) Rule Coming in 2026: What You Need to Know if You Earn Over $145K

New 401(k) Rule Coming in 2026: What You Need to Know if You Earn Over $145K

00:00 Intro 00:29 Roth IRAs Have Income Limits — But Roth

New 401K Rules in 2026 You Need to Know

New 401K Rules in 2026 You Need to Know

...

Unpacking the New Rules for 401(k) Catch-Up Contributions

Unpacking the New Rules for 401(k) Catch-Up Contributions

401k

Mandatory Roth Catch-Up Starts 2026 — What You Must Do Now

Mandatory Roth Catch-Up Starts 2026 — What You Must Do Now

If you're 50+ and your wages exceed $150000, your

This 401K Catch-Up Rule Will Change Your Retirement

This 401K Catch-Up Rule Will Change Your Retirement

SECURE Act 2.0 took away a major perk for Americans over the age of 50, and that's the pre-tax

Secure 2.0: The 2026 401k Catch Up Rule That Will Surprise High Earners

Secure 2.0: The 2026 401k Catch Up Rule That Will Surprise High Earners

In this episode, we break down one of the most impactful Secure 2.0 changes arriving in 2026 and why it is

Big Changes Coming to Solo 401(k) Catch-Up Contributions in 2026

Big Changes Coming to Solo 401(k) Catch-Up Contributions in 2026

If you're over 50 and self employed, a

Your Money: 401(k) catch-up contribution rules change for high earners in 2026

Your Money: 401(k) catch-up contribution rules change for high earners in 2026

Workers over 50 who earn more than $145000 will face

New 401(k) Catch-Up Rules for 2025!

New 401(k) Catch-Up Rules for 2025!

How much money will you be able to contribute to your

NEW 401K Rules in 2026 You Need To Plan For!

NEW 401K Rules in 2026 You Need To Plan For!

NEW