Episode 4: Employer Retirement Plans & How to Get Ahead for 2026! Host Karan Murugesu, CFP®, ChFC®
Автор: Ameriwealth Financial Group, LLC
Загружено: 2026-01-21
Просмотров: 26
Описание:
In this episode of The Ameriwealth Talk Show, we talk about employer retirement plans — like 401(k)s, 403(b)s, and 457 plans — and how to start planning ahead for 2026.
If you’re contributing to a retirement plan through work but aren’t completely sure how it works, this episode will help you understand your options in plain English. We break down the difference between pre-tax and Roth contributions, explain why these choices matter, and share simple ways to stay ahead without overthinking it.
This episode is not about reacting at the last minute. It’s about understanding what’s changing and making steady, confident decisions over time.
Action Step:
Take 10–15 minutes to log into your retirement account. Review how you’re contributing, confirm your employer match, and download the planning checklist found under the show notes for this episode.
I hope this episode is helpful to you. Please share with anyone who may need a little more financial confidence.
Download the Episode 4 Planning Checklist available under the show notes at https://www.ameriwealthfinancialgroup...
Sources & References
IRS — Retirement Plan Contribution Limits
https://www.irs.gov/retirement-plans/...
IRS — SECURE Act 2.0 Overview
https://www.irs.gov/retirement-plans/...
IRS — Roth vs Traditional Retirement Accounts
https://www.irs.gov/retirement-plans/...
Fidelity — Overview of Employer Retirement Plans
https://www.fidelity.com/learning-cen...
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