Ep 7 - "Catch-Up" Contributions

18/06/2025 4 min Temporada 1 Episodio 7

Listen "Ep 7 - "Catch-Up" Contributions"

Episode Synopsis

Catch-Up contributions are important for retirement accounts once individuals reach the age of 50. Dave explains the various types of accounts eligible for catch-up contributions, the specific limits for each account, and the benefits of maximizing these contributions to enhance retirement savings and reduce taxable income. The conversation emphasizes the significance of being proactive in retirement planning and taking advantage of IRS provisions designed to assist those nearing retirement age.