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Learn how the SECURE 2.0 Act's new super catch-up contributions can help individuals aged 60-63 boost their retirement savings starting in 2025. Learn the benefits and how to maximize your savings potential.

📈 2025 = Bigger Retirement Opportunities! 💼💰 The IRS has new contribution limits in 2025—and it’s the perfect time to supercharge your savings: 💸 401(k), 403(b), 457 Plans: Contribute up to $70,000 total (employee + employer combined) 🏦 IRA Savers: Still capped at $7,000 annually $1,000 catch-up if you’re over 50 📉 Plus ...

Are you in your 50s and wondering if you can still secure a comfortable retirement? You're not alone! This quick video reveals ONE powerful strategy – the "catch-up contribution" – that could significantly boost your retirement savings in these crucial years. Learn the specific limits, why time is STILL on your side, and one actionable step ...

Learn more about proposed regulations for the age-based catch-up contribution roth mandate for higher earners. This provision will live on January, 1st 2026 for all plan sponsors.

A 401k is one of the most powerful tools available for building retirement savings and securing a comfortable future. By taking advantage of a 401k, you can benefit from free money through employer matching contributions, which significantly boost your investment growth without any additional effort on your part. Understanding how to fully ...

🚀 Ready to start saving for retirement? In this video, we walk you through the step-by-step process of opening a Roth IRA account with Fidelity! From setting up your account to choosing investments, we’ve got you covered with clear instructions and pro tips. 💰 🔑 What You’ll Learn: * Why a Roth IRA is a powerful tool for retirement ...

Unlock the secrets to maximizing your retirement savings with expert insights from CBS News business analyst Jill Schlesinger! This video dives into the essentials of opening a Roth or Traditional IRA, detailing how you can contribute up to $7,000 annually—an additional $1,000 if you're over 50. Discover why starting your savings early is ...

When Is The Best Time To Retire? Deciding when to retire is a significant milestone that requires careful consideration of various factors. In this informative video, we will guide you through the essential elements to consider when determining the ideal time for you to step into retirement. We will cover financial readiness, including the ...

Can I Catch Up On Retirement At 50? Say goodbye to debt forever. Start Ramsey+ for free: https://bit.ly/35ufR1q Visit the Dave Ramsey store today for resources to help you take control of your money! https://goo.gl/gEv6Tj Did you miss the latest Ramsey Show episode? Don’t worry—we’ve got you covered! Get all the highlights you missed plus ...

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Last week, the IRS announced it is delaying until 2026 a mandate that says people 50 and older with high incomes are required to put "catch-up contributions" into Roth-style retirement accounts using post-tax dollars. Richard Rubin, a U.S. tax policy reporter for the Wall Street Journal, joined CBS News to discuss the delay in enforcement of ...

In this episode of the Teaching Tax Flow podcast, John and Chris jump into the details of the Retirement Savings Contributions Credit, commonly known as the Saver's Credit. Throughout the discussion, they share valuable insights into how this federal tax credit benefits taxpayers, particularly those with low to moderate income, by encouraging ...

Learn how to maximize retirement savings through catch-up contributions, lifestyle downsizing, and income-boosting strategies, ensuring a more secure future.

38 likes, 2 comments - sharoneppersoncnbc on January 6, 2025: "It's an ideal time to make sure you're maximizing employer benefits for the year, including your 401(k) or other workplace retirement savings plans. Use this checklist to update payroll deductions -- and supercharge your savings now! You can contribute up to $23,500 in 2025, that's ...

The IRS has extended the administrative transition period for the new requirement that higher-income participants in 401(k) and similar retirement plans must designate any catch-up contributions as after-tax Roth contributions.

Learn how to maximize retirement savings through catch-up contributions, lifestyle downsizing, and income-boosting strategies, ensuring a more secure future.

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.

👉 Read the full article here: https://sphynxportal.com/article/how-to-supercharge-your-savings-in-your-40s-and-50s Looking to boost your retirement fund in your 40s or 50s? This video unveils essential tips and smart financial strategies, including catch-up contributions, HSAs, Roth IRA conversions, and leveraging technology. Learn how to ...

Karen Neeley, senior vice president of Institutional Retirement Solutions at Pacific Life, and Steve McCoy, CEO of iJoin, announce an exciting new collaboration between Pacific Life and iJoin that brings an innovative lifetime income solution to iJoin's national network of recordkeepers. Discover how this seamless integration enhances ...

In this video, I show you how a SEP IRA works. I make it easy to understand the plan's benefits, limitations, rules and obligations if you have employees. I also show you how to calculate SEP IRA contributions and very importantly, how to fill out IRS Form 5305-SEP - the single form needed for the Internal Revenue Service to set up a SEP IRA.

Find out how to set up an online account and view your tax information on IRS.gov. Get started at https://www.irs.gov/secureaccess #irs

How Do 401(k) Limits Work? In this informative video, we’ll explain everything you need to know about 401(k) limits and their importance for your retirement planning. We’ll start by outlining the employee contribution limits for the year twenty twenty-five and discuss the additional catch-up contributions available for those aged fifty and ...

The IRS has announced the 401(k) catch-up contribution limits for 2025. Here’s what investors need to know.

Jeffrey "The Buckinghammer" Levine discusses new IRS guidance on catch-up contributions which extends the permitted period to 2026 from 2023.

What Are The HSA Contribution Limits For Tax Benefits? Are you looking to maximize your savings potential through a Health Savings Account? In this informative video, we will guide you through the essential details about HSA contribution limits and the tax benefits associated with them. We will clarify the differences in contribution limits for ...

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 ...

Many of you know that you can contribute more to your Roth IRA and 401k plans once you turn 50 but when can you make these catch-up contributions? Do you have to wait until you turn 50 to contribute more to your 401k and Roth or can you do it sooner? We're an investing service that also helps you keep your dough straight. We'll manage your ...

How Can I Maximize My HSA Benefits? Are you looking to make the most of your Health Savings Account? In this informative video, we'll cover essential strategies for maximizing your HSA benefits. We will discuss contribution limits set by the Internal Revenue Service for the upcoming years, as well as the advantages of investing your HSA funds ...

Unravel the mystery of retirement savings with dual plans! Maximize your contributions and avoid IRS penalties under new limits.

Learn how to maximize retirement savings through catch-up contributions, lifestyle downsizing, and income-boosting strategies, ensuring a more secure future.

Pension schemes are confusing. Many people are confused between NPS (or New Pension Scheme) versus the newly announced UPS (or Unified Pension Scheme schemes). Which one is better, and which one should you choose? This video will try to answer. UPS comes with three guarantees, while NPS has none. Interesting, right? So, what are those ...

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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.

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.

A 401(k) plan is a tax-advantaged retirement account offered by many employers. There are two basic types—traditional and Roth. Here’s how they work.

I give an overview of the differences between all these retirement plans - the 401k, IRA, Roth formats of both (Roth 401k and IRA), as well as the SEP IRA and 403b. I also touch on rollovers, how you can take a loan from your retirement account for your first home purchase, taxes, and more! This is a COMPLETE guide for beginner's on the ...

💵 Start eliminating debt for free with EveryDollar - https://ter.li/3w6nto 📞 Have a question for the show? Call 888-825-5225 Weekdays from 2-5pm ET or send us a message - https://www.ramseysolutions.com/shows/the-ramsey-show/email Next Steps: 📈 Are you on track with the Baby Steps? Get a Free Personalized Plan - https://ter.li/5h1r0i ...

In this video, you'll learn everything you need to know about retirement accounts such as 401(k)s, 403(b)s, and IRAs! We cover the difference between Roth and Traditional retirement accounts, when to choose an IRA over a 401(k), what happens to your 401(k) when you leave your company, and much more!

Learning about by 457b was one of the greatest things that has ever happen to my retirement savings. 457's are only available to a select few and most don't even know they are eligible for one. They come with all the amazing benefits of a 401k or 403b with one MAJOR perk which has led me to max this out BEFORE my 403b! After listening to ...

📢 State Pension Age & Rule Changes in 2025 & 2026 – What You Need to Know! Are you ready for the upcoming changes to the UK State Pension? 🚨 If you were born in the 1960s or 1970s, your retirement age might be going up—and your pension eligibility could look very different. In this video, we break down all the key updates on the State ...

Saving for retirement is great, and there are many types of retirement accounts that can help you get there. This is a high-level guide to some of the most common retirement plans out there, including an employer-sponsored (401)K, IRA and more. NerdWallet editor Arielle O'Shea shares the basics of each type of retirement account so that you can ...

A plan to tax high-income, older Americans' catch-up 401(k) contributions is set to launch in January, but a myriad of issues could force a delay.

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Confused about 401(k)s or unsure if you're saving enough for retirement? This comprehensive guide breaks down how much you should have in your 401(k) at every age, from your 20s to your 60s. Learn about the average and median savings benchmarks, contribution rates, and strategies to maximize your retirement savings—whether you’re just ...

SmartAsset crunched the numbers to see just how big of an impact the enhanced catch-up contributions can have on a person's retirement outlook.

A Roth IRA is a special individual retirement account (IRA) in which you pay taxes on contributions, and then all future withdrawals are tax-free.

Maximize your retirement savings in 2025 with the latest updates on 403(b) contribution limits! In this video, we break down the new Standard Elective Deferral Limit of $23,500, along with enhanced Catch-Up Contributions for those aged 50 and over, and even more for those aged 60 to 63. Learn how these changes from the SECURE 2.0 Act can boost ...

The 4% rule is a guideline for withdrawing money from a retirement account regularly. It is designed to sustain your retirement without depleting your funds.

🎯 59½: The Retirement Planning Window Most People Miss Did you know 59½ is one of the most powerful—but overlooked—financial milestones before retirement? While everyone focuses on Social Security (62+) and Medicare (65), missing this critical window could cost you thousands. In this video, I’ll reveal the key strategies to optimize ...

Here’s a topic that’s been coming up a LOT recently, and this is an extremely confusing decision: What’s better to invest in - Roth IRA or a Traditional 401k? Here’s my thoughts, enjoy! Add me on Instagram: GPStephan LIMITED TIME: Get 2 FREE STOCKS ON WEBULL when you deposit $100 (Valued up to $1850): https://act.webull.com/k ...