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Case Study: Changes coming to IRAs and 401(k)s in 2025
Manage episode 445290284 series 12842
Text us your financial questions!
Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS® to break down some of the changes coming to retirement accounts in 2025 as part of the phased-in provisions from the Secure 2.0 Act, including souped-up catch-up contributions for those ages 60 to 63, automatic 401(k) enrollment, and the enforcement of failure to withdraw penalties on inherited IRAs.
Read the Article: https://www.henssler.com/prepare-for-2025-key-changes-to-401k-and-ira-rules-under-secure-2-0
447 episoder
Manage episode 445290284 series 12842
Text us your financial questions!
Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS® to break down some of the changes coming to retirement accounts in 2025 as part of the phased-in provisions from the Secure 2.0 Act, including souped-up catch-up contributions for those ages 60 to 63, automatic 401(k) enrollment, and the enforcement of failure to withdraw penalties on inherited IRAs.
Read the Article: https://www.henssler.com/prepare-for-2025-key-changes-to-401k-and-ira-rules-under-secure-2-0
447 episoder
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