Blog tagged as Catch-Up Contribution

2025 Retirement Plan Contribution Limits

11/04/2024 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Here are the new contribution limits for 401(k), 403(b), and most 457 retirement plans, as well as IRAs, for 2025.

2024 Retirement Plan Contribution Limits

11/02/2023 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Here are the new contribution limits for 401(k), 403(b), and most 457 retirement plans, as well as IRAs, for 2024.

You'll Be Able to Contribute More to Your HSA in 2024

05/22/2023 08:16 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

HSAs can be a powerful tool for reducing overall medical expenses and saving for retirement. Here are the 2024 contribution limits so you can take full advantage of them.

9 Ways to Save for Your Retirement Outside of a 401(k)

01/18/2023 12:09 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

No company retirement plan? No problem. Here are 9 alternative ways you can still save for your post-work years.

SECURE Act 2.0: What's New and How Could It Affect You?

12/29/2022 06:13 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

The SECURE Act 2.0 is now law. Here's a summary of the biggest changes that could affect you.

2023 Retirement Plan Contribution Limits

10/21/2022 02:04 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Here are the new contribution limits for 401(k), 403(b), and most 457 retirement plans, as well as IRAs, for 2023.

2022 Contribution Limits

11/17/2021 08:06 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Preparing for retirement got a little more room as the IRS announced new contribution limits for 2022. Here's a look at the new limits.

Are You Eligible for Catch-Up Contributions?

11/09/2021 09:35 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible?

403(b) vs. 457: Maximizing Your Retirement Savings

10/14/2021 10:50 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Depending on who your employer is, you may not have access to common retirement plans like 401(k)s. Here's a breakdown of 403(b) and 457 plan options to help you strategize for retirement.

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