New Super Catch-Up Rule (Who It Applies To and Who It Doesn’t)

Not a Guru: Real Financial Education with Mark Byelich, CFP®

The SECURE Act and SECURE 2.0 introduced significant changes to retirement and tax planning, with various effective dates. One major change in 2025 affects catch-up contributions, allowing for larger contributions in some cases. However, these "Super Catch-Up Contributions" are subject to limitations based on the individual's age and the type of retirement account or plan used.

3 Pillars of Investment Management: https://www.youtube.com/watch?v=mgSBeGzVqgg

Video version: https://www.youtube.com/watch?v=Igu1kYeNxNs

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