Videos

Video thumbnail for 2025 Contribution Limits & New Super Catch-Up Rule Explained | SDIRA | Equity Trust
10:05
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2025 Contribution Limits & New Super Catch-Up Rule Explained | SDIRA | Equity Trust

Are you ready to maximize your retirement savings in 2025? In this video, Director of Education John Bowens walks you through the new IRA and 401(k) contribution limits for 2025, including a special focus on the new “super catch-up” contribution limit introduced by SECURE Act 2.0. Learn more in our latest blog: https://eqtytrst.co/2025 ...
YouTube
· Jan 27, 2025
Video thumbnail for IRS announces 401(k) catch-up contributions for 2025
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IRS announces 401(k) catch-up contributions for 2025

The IRS has announced the 401(k) catch-up contribution limits for 2025. Here’s what investors need to know.
NBC New York
· Nov 1, 2024
Video thumbnail for Higher Catch-Up Contribution Limits in 2025
09:20
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Higher Catch-Up Contribution Limits in 2025

Starting in 2025, there will be higher catch-up contribution limits for employer retirement plans for those in their 60s. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more ...
YouTube
· Jan 30, 2024
Video thumbnail for Get Ahead With Super Catch-up Contributions In 2025! What You Need To Know
07:40
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Get Ahead With Super Catch-up Contributions In 2025! What You Need To Know

New 2025 Contribution Rules Explained!: Don't Miss Out on Super Catch-Up Contributions!" More Info: https://www.financialfastlane.com/ 00:00 Introduction 00:36 Catch-Up Contributions 00:58 IRA and Roth IRA Contribution Limits 02:02 Backdoor Roth 02:59 2025 401k Contribution Limits 03:44 2025 Super Catch-Up Limit 04:39 Super Catch-Up Example 1 ...
YouTube
· Feb 1, 2025
Video thumbnail for New 401(k) Limits, Catch-ups, And Rules In 2025 | Money Unscripted | Fidelity Investments
06:28
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New 401(k) Limits, Catch-ups, And Rules In 2025 | Money Unscripted | Fidelity Investments

This year, you can save more in your 401(k) than ever before. Contribution limits are up–and there’s a new super catch-up contribution for older workers. Watch this episode of the Money Unscripted podcast as host Ally Donnelly and Fidelity’s Kirsten Hunter Peterson share a rundown of the numbers, the facts about employer matches, and ...
YouTube
· Feb 25, 2025
Video thumbnail for 2025 TSP Changes: New “Super Catch-Up” Limit For Federal Employees
05:08
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2025 TSP Changes: New “Super Catch-Up” Limit For Federal Employees

Federal employees, find out how the new TSP "Super Catch-Up" limit can boost your retirement savings starting in 2025. Do you have questions or concerns about the Thrift Saving Plan, Federal Benefits, or Retirement Planning? 🗓️ Schedule a free consultation at: https://calendly.com/fedwayfinancial/free-consultation ⚡️ Stay Connected ...
YouTube
· Dec 5, 2024
Video thumbnail for How to maximize your 401(k) plan in 2025 with higher limits, bigger catch-up contributions
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How to maximize your 401(k) plan in 2025 with higher limits, bigger catch-up contributions

If you’re eager to save more for retirement, you could be overlooking ways to maximize your 401(k) plan, including key changes for 2025. Here’s what to know.
NBC10 Philadelphia
· Jan 5, 2025
Video thumbnail for Simple IRA Max Contributions 2025+: New limits, 60 - 63 Catch-up, 10% Additional, and Roth Deferrals
12:33
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Simple IRA Max Contributions 2025+: New limits, 60 - 63 Catch-up, 10% Additional, and Roth Deferrals

📋 Video Summary: Prior to 2025, it was very easy to explain to an employee what the maximum Simple IRA contribution was for that tax year. Starting in 2025, it will be anything but “Simple”. Thanks to the gradual implementation of the Secure Act 2.0, there are 4 different limits for Simple IRA employee deferrals that both employees and ...
YouTube
· Jan 22, 2025
Video thumbnail for IRS raises 401(k) contribution limits, adds super catch-up for 60-63 year olds in 2025
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IRS raises 401(k) contribution limits, adds super catch-up for 60-63 year olds in 2025

Contribution limits for 401(k) and other workplace retirement plans rise for 2025. Sixty- to 63-year-olds get a super contribution for the first time.
jsonline.com
· Nov 4, 2024
Video thumbnail for New Age 60 – 63 401(k) Enhanced Catch-up Contribution Starting in 2025
06:23
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New Age 60 – 63 401(k) Enhanced Catch-up Contribution Starting in 2025

📋 Video Summary: Good news for 401(k) and 403(b) plan participants turning age 60 – 63 starting in 2025: there is now an enhanced employee catch-up contribution thanks to the Secure Act 2.0 that passed back in 2022. For 2025, the employee contributions limits are as follows: Employee Deferral Limit: $23,500 Age 50+ Catch-up: $7,500 New Age ...
YouTube
· Dec 13, 2024
Video thumbnail for Catch-Up Contributions: How Much Difference Do They Make?
08:38
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Catch-Up Contributions: How Much Difference Do They Make?

If you’re over age 50, catch-up contributions are a great option. But how much difference do they really make? Announcing THE RETIREMENT ADVENTURE CLUB! Later this spring, we're launching an online membership designed to help you plan for retirement and connect with others who are asking the same retirement questions you’re asking right now ...
YouTube
· Jan 20, 2022
Video thumbnail for Secure Act 2.0 - Big Changes Coming to Retirement Plans
07:34
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Secure Act 2.0 - Big Changes Coming to Retirement Plans

Big Changes Coming to Retirement Accounts - The Secure Act 2.0 Free Online Resources: https://www.financialfastlane.com/ Retirement Planning Online Course: https://www.universityofretirementplanning.com/vsl-home Martinsen Wealth Management https://www.martinsenwealth.com/
YouTube
· Dec 7, 2022
Video thumbnail for Understanding a 401k: How it works and why it’s important
00:55
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Understanding a 401k: How it works and why it’s important

Some investors will be able to save even more in their 401(k) this year.
USATODAY
· Jan 3, 2025
Video thumbnail for How tax brackets affect what you pay in income taxes
01:52
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How tax brackets affect what you pay in income taxes

Contribution limits for 401(k) and other workplace retirement plans rise for 2025. Sixty- to 63-year-olds get a super contribution for the first time.
USATODAY
· Nov 3, 2024
Video thumbnail for The 403(b) Plan Explained
03:19
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The 403(b) Plan Explained

An overview of The 403(b) Plan: Who can contribute? Early withdrawal penalty Loan provision Contribution limits Actual investment return and principal value of investments will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Roth vs. Pre-Tax 403(b) Plans
YouTube
· Nov 20, 2020
Video thumbnail for What is the ‘super’ 401(k) catch-up contribution for older workers?
04:24
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What is the ‘super’ 401(k) catch-up contribution for older workers?

Older workers can save even more in their 401(k)s thanks to a new “super” catch-up contribution limit in 2025.
fox40.com
· Nov 8, 2024
Video thumbnail for How to Fill out the 457(b) Traditional Catch-Up Form
06:38
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How to Fill out the 457(b) Traditional Catch-Up Form

In this video, follow along as we show you step-by-step how to fill out the 457(b) Traditional Catch-Up Form. If you are within three years of retirement and eligible, you can make additional contributions greater than the normal maximum contribution limit. We explain the details of completing the form so you can increase your retirement savings.
YouTube
· Apr 26, 2022
Video thumbnail for New rule makes it easier to tap into 401(k). But should you?
01:57
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New rule makes it easier to tap into 401(k). But should you?

Some retirement savers can make larger 401(k) contributions in 2025 thanks to an obscure change made in the SECURE 2.0 act.
USATODAY
· Nov 12, 2024
Video thumbnail for 2025 Retirement Plan Contribution Limits
01:26
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2025 Retirement Plan Contribution Limits

A quick primer on the 2025 limits for contributions to retirement plans. New in 2025 is a special "additional" catch-up contribution for ages 60-63. Watch for details!
YouTube
· Mar 19, 2025
Video thumbnail for Your Roth IRA Is About To Change: New 2025 Rules
03:36
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Your Roth IRA Is About To Change: New 2025 Rules

2025 Roth IRA Changes: https://www.irs.gov/newsroom/401k-limit-increases-to-23500-for-2025-ira-limit-remains-7000 Roth IRAs are one of the most exciting retirement account options available - you can save money for retirement that grows tax free outside of a workplace plan! Every year the IRS changes the rules for the Roth IRA with changes to ...
YouTube
· Nov 6, 2024
Video thumbnail for IRS announces new federal income tax brackets for 2025
03:21
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IRS announces new federal income tax brackets for 2025

The IRS also boosted figures for dozens of other provisions, including long-term capital gains brackets, estate and gift tax exemptions and more.
NBC News
· Oct 22, 2024
Video thumbnail for IRS Announces Higher Retirement Plan Limits for 2024
07:38
Icon for www.thestreet.comthestreet.com › retirement-daily

IRS Announces Higher Retirement Plan Limits for 2024

The Internal Revenue Service (IRS) has announced several increases to retirement plan limits for 2024, including higher contribution limits for 401(k), 403(b), and IRA plans.
thestreet.com
· Nov 2, 2023
Video thumbnail for What are 2025 401(k) and IRA max contribution limits?
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What are 2025 401(k) and IRA max contribution limits?

Increases to 401(k) and IRA contributions for 2025 give you more options to boost your savings.
principal.com
· Dec 6, 2024
Video thumbnail for Are Americans retirement savings being put at risk?
03:25
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Are Americans retirement savings being put at risk?

Trump donor Norm Champ details how the Biden-Harris regulations have been hurting Americans’ retirement funds on ‘The Bottom Line.’
Fox Business
· Nov 1, 2024
Video thumbnail for These key 401(k) plan changes are coming in 2025. Here's what savers need to know.
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These key 401(k) plan changes are coming in 2025. Here's what savers need to know.

These key 401(k) plan changes are coming in 2025. Here's what savers need to know.
nbcnews.com
· Jun 5, 2024
Video thumbnail for What is the ‘super’ 401(k) catch-up contribution for older workers?
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What is the ‘super’ 401(k) catch-up contribution for older workers?

What is the ‘super’ 401(k) catch-up contribution for older workers?
newsnationnow.com
· Nov 8, 2024
Video thumbnail for A new ‘super funding’ limit for some 401(k) savers goes into effect in 2025. Here’s how to take advantage
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A new ‘super funding’ limit for some 401(k) savers goes into effect in 2025. Here’s how to take advantage

There is a higher 401(k) contribution limit for 2025. Here’s why you should update your account now, financial experts say.
NBC New York
· Dec 17, 2024
Video thumbnail for New IRS Rules for 401K Contributions and Catch-Up for 2025: Higher Limits, More Savings!
05:40
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New IRS Rules for 401K Contributions and Catch-Up for 2025: Higher Limits, More Savings!

New 401K contribution limits and catch-up. Learn how the new 401(k) and IRA rules for 2025 can help you maximize your retirement savings. From increased limits to exclusive catch-up options, these updates could transform your financial future. This guide explains the new 401(k) contribution limits and catch-up options announced by the IRS for ...
YouTube
· Nov 4, 2024
Video thumbnail for 2025 TSP Limits and When To Start
12:42
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2025 TSP Limits and When To Start

Learn more about the contribution limits and TSP here: https://www.tsp.gov/making-contributions/contribution-limits/?tab=catch-up-limit-btn Connect with us on all of our different platforms! INSTAGRAM: https://www.instagram.com/barfieldfinancial FACEBOOK: https://www.facebook.com/barfieldfinancial LINKEDIN: https://linkedin.com/in ...
YouTube
· Nov 27, 2024
Video thumbnail for 2025 401k limits: What to know about SECURE 2.0, retirement plan changes next year
19:10:00
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2025 401k limits: What to know about SECURE 2.0, retirement plan changes next year

What is SECURE 2.0? Ages 60 to 63 will get a new, supersize limit for their 401(k) contributions and can save up to $34,750 for retirement.
ABC7 New York
· Nov 22, 2024
Video thumbnail for 401(k) Limits and FAQ for 2024: How Much Can You Save?
17:08
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401(k) Limits and FAQ for 2024: How Much Can You Save?

See updated limits and understand how the different contributions work with limits. For 2024, you can now contribute up to $23,000 out of your pay (as “salary deferral”), and the total plan limit is $69,000. The catch-up contribution for those age 50 and over is unchanged. Other developments include Roth matching and other employer ...
YouTube
· Nov 4, 2023
Video thumbnail for New 2024 401(k) and IRA Contribution Limits
12:29
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New 2024 401(k) and IRA Contribution Limits

The IRS just released retirement plan contribution limits for 2024. The good news is that the limits are going up. In this video, we'll cover both the 2023 and 2204 contribution limits and catch-up limits. We also include Roth IRA income limits and traditional IRA limits on deducting the contribution. Finally, we'll look at just how much wealth ...
YouTube
· Nov 2, 2023
Video thumbnail for [401K Explained] The Catch-Up Contribution
00:52
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[401K Explained] The Catch-Up Contribution

Click on the link below to get our free exclusive eBook today: "14 Metrics That Every CEO Needs to Know". https://www.financialgps.co/copy-of-free-exclusive-ebook We're pushing 401K plans hard this season for our small business clients. Retirement planning is beneficial because it requires long-term thinking, and it cultivates a habit of ...
YouTube
· May 31, 2019
Video thumbnail for 💼💰 HSA - Health Savings Accounts explained! Rules and Contributions for year 2025
08:37
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💼💰 HSA - Health Savings Accounts explained! Rules and Contributions for year 2025

💰💼 Health Savings Accounts (HSAs) are a triple tax-advantaged way to save for medical expenses, and in 2025, the rules are getting even better! Here’s a breakdown of the key updates and benefits: Contribution Limits – For 2025, you can contribute up to $4,150 for individual coverage and $8,300 for family coverage. If you’re over 55 ...
YouTube
· Sep 28, 2024
Video thumbnail for Big 401(k) Changes Coming In 2025 | How You Can Save More & Faster
09:49
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Big 401(k) Changes Coming In 2025 | How You Can Save More & Faster

Learn how you can save more next year with three supersaving 401(k) plan changes that are coming in 2025 as part of the SECURE 2.0 ACT. Plus, what are latest life expectancy numbers? 📢 Learn all about bond investing while yields are high! Get both our bond courses together & save $80: https://www.diamondnestegg.com/home#_paa2isucf ⭐ Bond ...
YouTube
· Oct 22, 2024
Video thumbnail for 457b Double Contribution limit?!?!?
04:04
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457b Double Contribution limit?!?!?

I had a subscriber ask about the double contributions in your last 3 years in a 457 plan. I try to answer the do's and don'ts and how it works. The gear I use in my videos Canon Camcorder https://amzn.to/35skXfY Vivitar Wide Angle lens https://amzn.to/35o1YDf USB Microphone https://amzn.to/32FMDMw Shotgun Microphone https://amzn.to/2ICcoGE ...
YouTube
· Sep 7, 2020
Video thumbnail for 457B Retirement Plan for Dummies #retirement #retirementplanning
12:10
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457B Retirement Plan for Dummies #retirement #retirementplanning

👥 Want to schedule a consultation? Click here: https://www.thepeakfp.com/free-consultation 457b Retirement Plans for Dummies A 457 b is a tax advantaged retirement savings plan. In some ways it's pretty similar to the more common 401k plan or even TSP or 403b plans If you liked this video, make sure to click thumbs up and subscribe ...
YouTube
· Oct 4, 2023
Video thumbnail for SECURE Act 2.0 | Important Changes That You Need to Know
14:11
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SECURE Act 2.0 | Important Changes That You Need to Know

How will the SECURE Act 2.0 Impact Your Finances? Top 10 important changes and how they may impact your retirement. University of Holistic Retirement Planning Online Course https://www.universityofretirementplanning.com/ Download Free Information: https://www.financialfastlane.com/
YouTube
· Jan 23, 2023
Video thumbnail for Mandatory Roth Catch-up Contributions for High Wage Earners – Secure Act 2.0
15:13
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Mandatory Roth Catch-up Contributions for High Wage Earners – Secure Act 2.0

NOTE: Per updated guidance from the IRS in August 2023, the Mandatory Roth Catch-up feature within Secure Act 2.0 will not be effective until 2026. It was originally supposed to go into effect in 2024. This video was filmed prior to the delay. Starting in 2026, individuals that make over $145,000 in wages will no longer be able to make pre-tax ...
YouTube
· Jan 9, 2023
Video thumbnail for 2025 TSP Contribution Limits: How Much Should YOU Contribute?
04:54
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2025 TSP Contribution Limits: How Much Should YOU Contribute?

Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://bit.ly/work_with ...
YouTube
· Jan 6, 2025
Video thumbnail for Why Public Employees Should Use the 457(b) Plan to Retire Early
10:31
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Why Public Employees Should Use the 457(b) Plan to Retire Early

In this video, I explain why the 457 is the Best Retirement Account for Public Employees (State and Local Government Employees, Teachers, Firefighters, Nonprofit). A 457 plan is a retirement savings plan available to government workers, specifically those employed by state and local governments or certain tax-exempt organizations. In this video ...
YouTube
· Jul 18, 2023
Video thumbnail for Catch-Up Contribution Rules Explained
12:08
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Catch-Up Contribution Rules Explained

Various retirement accounts allow for catch-up contributions when you reach a certain age. We go over the various catch-up contribution rules and details you need to know! Have a question for the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit www.korhorn.com or call 574-247-5898 ...
YouTube
· Mar 22, 2021
Video thumbnail for Catch-up Contribution - 401K and IRA.
02:14
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Catch-up Contribution - 401K and IRA.

"Catch-up Contribution... What is that?!?" Hey Taxpayers, Tiffany Gonzalez CPA is here with a retirement savings focused video. Today we are talking about Catch-up Contributions which has to do with a special exception that allows eligible taxpayers to put away additional funds into their 401k or IRA. If you are preparing for retirement and ...
YouTube
· Jan 18, 2023
Video thumbnail for 401(k) Max Contribution Basics: Do You Know How it Works?
18:49
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401(k) Max Contribution Basics: Do You Know How it Works?

See maximum limits and, more importantly, what goes into the 401(k) max contribution. For 2023, the annual limit is up to $22,500 of your own pay, and the total amount that can go into your account is $66,000. For those over age 50, another $7,500 catch-up is allowed. But this can get complicated, and if you’re hoping to max out your 401(k ...
YouTube
· Nov 25, 2022
Video thumbnail for New 401k "Super Catch-up" Rule in 2025 EXPLAINED!
00:50
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New 401k "Super Catch-up" Rule in 2025 EXPLAINED!

2025 is the year of the "Super Catch-up"! Starting in 2025, there's a new rule for those between age 60-63 that increase the the maximum you can put into your 401(k) as a catch up. This is a part of the Secure Act 2.0 that goes into effect in 2025. Learn how to lower your tax payments in my next video: https://youtu.be/EBkynsR72dg?si ...
YouTube
· Nov 7, 2024
Video thumbnail for IRS retirement contributions limits for 2025. The enhanced catch-up!
18:38
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IRS retirement contributions limits for 2025. The enhanced catch-up!

Retirement contribution limits for 2025. Before the age of 50. The catch-up and new for 2025, the new 60-63 enchanted catchup Pre and post tax 401k, 403b, and 457 retirement limits. Back door Roth. SEP and SIMPLE plans. Traditional and Roth IRA. #401k #403b #457 #retirementplan #iras #moneymanagement #millionairenextdoor #personalfinances # ...
YouTube
· Dec 28, 2024
Video thumbnail for Maximize Your Retirement Savings: New 2025 Contribution Limits and Strategies
08:22
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Maximize Your Retirement Savings: New 2025 Contribution Limits and Strategies

This week on Retire Ready, host Kyle Hammerschmidt breaks down the latest updates and strategies to help you maximize your retirement savings. With big changes to contribution limits thanks to the Secure Act 2.0, it’s more important than ever to stay informed and plan ahead. 🎧 Highlights from the Episode: 🚀 2025 Contribution Limit ...
YouTube
· Dec 31, 2024
Video thumbnail for New 2025 401k Changes: The SUPER Catch Up Contribution Is Here
08:48
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New 2025 401k Changes: The SUPER Catch Up Contribution Is Here

Take control of your retirement - https://www.antoniocibella.com/retire Join Our Email Retirement Planning Newsletter Here: https://www.antoniocibella.com/what-we-do Check Out Our Free Guide To Social Security: https://www.antoniocibella.com/socialsecurity Check Out Our Free Retirement Income Guide: https://financeinsights.net/MxbBU4WAMU1mLgr
YouTube
· Dec 14, 2024
Video thumbnail for The IRS Just Released: 2024 Retirement Contribution Limits
06:27
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The IRS Just Released: 2024 Retirement Contribution Limits

The IRS just released the new 2024 Retirement Account Contribution Limits. Join Our Mailing List Here: https://www.https://www.antoniocibella.com/what-we-do We've got new contribution limits for 2024 for 401k accounts, 403b's, 457's and even the Federal Thrift Savings Plan (TSP). The also bumped the Traditional IRA and Roth IRA contribution ...
YouTube
· Nov 3, 2023
Video thumbnail for New 401K Rules You Need to Know in 2025
07:46
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New 401K Rules You Need to Know in 2025

The catch-up contribution limit will change starting in January 2025, and there will be an income limit to contribute to Traditional 401K starting in January 2026. Join my private FIRE 🔥 Community to connect with me! 🙂 ️ https://firepsychat.com/community 👨‍🏫 Financial Consultation 👩‍🏫 Schedule a 1-on-1 Private Session ...
YouTube
· Jul 5, 2024