Episode Details

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. 

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You can find show notes, resources and more at: https://tinyurl.com/2f6srj8e