Ep. 137: Catch Up for Retirement
Jul 12, 2023•20 min•Ep. 137
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Episode description
Would you like ketchup with that? The Secure Act 2.0 pours on the opportunities to increase Americans' financial readiness for retirement, and with that comes higher catch-up contributions indexed for inflation. For high-income earners, even bigger changes with a new “rothification" rule. Adding to the list, SIMPLE and SEP IRAs have new Roth options available, and the guys are here to clarify it all. Lastly, have you heard of lost 401(k) accounts? The guys are here to hunt them down with you in the latest episode.
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