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Adjusting for the New Retirement Plan Catch-Up Contribution Rules

December 14, 2023

“Adjusting for the New Retirement Plan
Catch-Up Contribution Rules”

To get my complete, FREE article
with all the details…

Usually when you’re playing catch-up you’re in a bad spot.

But SECURE 2.0 makes catching up a good thing.

You see, SECURE 2.0 stands for Setting Every

Community Up for Retirement Enhancement and it can help you put more dollars in your pocket.

SECURE 2.0 is the sequel to the original SECURE Act, which became law back in 2019.

SECURE 2.0 includes a host of mostly taxpayer-friendly changes, including one that enhances the limits for retirement account catch-up contributions if you are age 60 to 63.

If you qualify don’t miss out on this wonderful opportunity.

I’ll explain how SECURE 2.0 works
in easy-to-understand language.

  • Catch-up contribution basics
  • How the law permits bigger catch-up contributions for some
  • Concerns about the designated ROTH account change
  • A shocker! IRS grants much-needed transition relief

And lots more

FACT: There’s lots you need to know about SECURE 2.0 and it can get tricky. That’s why you need to…

CLICK HERE to read my completely new article titled:

“Adjusting for the New Retirement Plan
Catch-Up Contribution Rules”

Filed Under: Employees, Payroll, Retirement, Tax Planning

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