Season 1 Episode 115
What do the new Secure Act 2.0 rules mean for Roth contributions and retirement planning in 2025? In this episode, we explore what pilots and high-income earners need to know about Roth catch-up contributions, required Roth designations, and the risks of in-plan Roth conversions. You'll also learn how these changes may impact your taxes, your long-term retirement savings, and the best ways to prepare now.
Take The Pilot Wealth Index to find out if you are on track for retirement!
You can find show notes, resources and more at: https://tinyurl.com/2f6srj8e
Published on 2 months, 2 weeks ago
If you like Podbriefly.com, please consider donating to support the ongoing development.
Donate