Catch Up for Retirement – Ep. 137

SHARE

Making sense of the 90 provisions of the Secure Act 2.0 can be long drawn out, so the guys are breaking it up, covering different sections of the law with the help of a special guest.

This week, the guys discuss the big changes to 401(k) catch-up contributions and how this new rule hits high-income earners, and even more changes to SEP and SIMPLE IRA Roth contributions. Lastly, suggestions on how you can reconnect with lost 401(k) accounts or other benefits or cash you may have forgotten.  

Have questions or ideas for Hunter and Judson? Reach out at cainwatters.com/wealth. Don’t miss an episode, subscribe and leave the guys a review on Apple Podcast, Spotify, or wherever you listen.

Cain Watters is a Registered Investment Advisor.  Cain Watters only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.  Request Form ADV Part 2A for a complete description of Cain Watters investment advisory services. Diversification does not ensure a profit and may not protect against loss in declining markets.  Past performance is not an indicator of future results. 

LIKE THIS ARTICLE? HERE ARE OTHERS YOU MIGHT LIKE.
GET THE LATEST NEWS AND INFORMATION IMPACTING YOUR PRACTICE.
Email will be used in accordance with our Privacy Policy

CATEGORIES

All
Categories

TOP POSTS

CONNECT WITH US