In the latest episode of Amplified Wealth: According to Plan, hosts Kate Fishbein and Tom Farrell break down a major Secure Act 2.0 provision taking effect in 2025: the Super Catch-Up Contribution for workers aged 60 to 63.
Episode Highlights:
🦸♂️ Super Catch-Up Uncovered: Workers aged 60–63 can contribute $11,250 - a boost over the standard $7,500 catch-up limit.
📅 Timing is Everything: Why your age on December 31, 2025 determines eligibility.
📊 Plan Types Matter: How SIMPLE plans differ from 401(k)s—and why not all plans may allow super catch-ups just yet.
📈 Tax Strategy Insight: How this fits into broader retirement savings - and what’s coming in 2026 with Roth-only catch-ups.
And much more!
Timestamps:
Introduction and Secure Act Overview: 00:00
New Supercharged Catch-Up Retirement Contributions: 2:07
Rules by Age: 5:01
SIMPLE Plans: 10:03
Wrap Up & Conclusion: 13:42
Nothing contained in this presentation should be construed as personalized advice, or solicitation to buy or sell any securities. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investment or non-investment related content in this Podcast will be profitable or suitable for your individual situation. Due to changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions. The opinions expressed in this podcast are those of the participants and may not reflect those of the firm. To the extent you have any questions regarding the applicability of anything discussed to your individual situation, you are encouraged to consult with the professional advisor of your choosing. The firm is neither a law firm, nor a certified public accounting firm, and no portion of this content should be construed as legal or accounting advice.
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