The $10,000 Catch-Up Contribution: Smart Move or Skip It?

Описание: NEW Super Catch-Up Contribution Rules for Ages 60-63!
Learn about the new Secure Act 2.0 catch-up contribution rules and whether they're right for YOUR retirement strategy. We break down:

The greater of $10,000 or 150% of last year's catch-up contribution
Real examples using retirement planning software
Why you might NOT need to make catch-up contributions
Tax implications and employer considerations
Smart strategies for different income levels

0:00 intro
1:00 What is the Super Catch-Up Contribution?
1:40 Secure Act 2.0 Rule Breakdown
3:02 Case Study: Louis Armstrong Example
7:04 Should You Use Super Catch-Up?
7:40 Employer Considerations & Rules
8:22 Income & Tax Strategy Analysis
9:39 Final Recommendations & Tips


Jazz Wealth Managers helps individuals and families achieve financial security through retirement planning and investing strategies. Our videos offer actionable guidance on navigating Roth IRA's, 401ks, IRAs, Social Security, and more. Whether you're approaching retirement or just getting started, learn how to make informed financial decisions for a prosperous future. Subscribe for more!
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