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This Secure 2.0 Quirk Could Stop High Earners’ Retirement Catch-Up Contributions
Analysis February 19, 2025 at 05:24 PM
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What You Need To Know
- if there’s no Roth option in their workplace retirement plan, workers earning $145,000 or more will be shut out of catch-up contributions.
- Establishing access to Roth accounts will help employers ensure older workers can save a little extra for retirement.
- Advisors should act now to help business-owner clients prepare for this and related rule changes.
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