Under SECURE 2.0, workers aged 60-63 can now contribute up to $34,750 to their 401(k) in 2025, thanks to a higher catch-up limit of $11,250! 💰 This new rule aims to boost retirement savings for those in their key pre-retirement years, helping those who may have missed out earlier in their careers.
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In this video, we highlight the key mistakes to avoid when planning for retirement to ensure a secure future. It's been said, “A smart man makes a mistake, learns from it, and never makes that mistake again. But a wise man finds a smart man and learns from him how to avoid the mistake altogether.” Hopefully by the end of this episode what I share will be deemed as smart and what you do with it will prove you to be WISE!
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Looking for a smart, tax-free investment option? 🌟 Municipal bonds might be just what you need! These bonds offer tax-free interest at the federal level (and state level in some cases), making them an attractive choice for investors looking to maximize their returns.
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