Retirement changes for 2025

2025 brings with it some key changes that could affect your finances, especially if you are nearing retirement. 

  • A higher 401(k) plan “super catch-up” contribution for workers ages 60 to 63.
  • New rules for inherited individual retirement accounts.
  • Boosted Social Security benefits for certain public workers.

Our Chief Planning Officer, Ed Jastrem, discussed one of these changes and how it could affect your wealth with CNBC.

Click to Read the full article on CNBC

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