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Content provided by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Do you have any Super Dollars? (Roth Mailbag)

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Manage episode 509428421 series 2945614
Content provided by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Your Catch-Up Contributions Are Changing! This week, Ross and Dan dive into the new guidance from the Treasury Department that will redefine how high earners over age 50 make their 401(k) catch-up contributions. The new rule mandates Roth contributions for certain savers, forcing many to lose a key pre-tax deduction. We break down who is affected, when this starts, and what you need to do to prepare. Plus, we open the mailbag to answer listener questions on all things Roth.

Send us a text

Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram

  continue reading

240 episodes

Artwork
iconShare
 
Manage episode 509428421 series 2945614
Content provided by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Your Catch-Up Contributions Are Changing! This week, Ross and Dan dive into the new guidance from the Treasury Department that will redefine how high earners over age 50 make their 401(k) catch-up contributions. The new rule mandates Roth contributions for certain savers, forcing many to lose a key pre-tax deduction. We break down who is affected, when this starts, and what you need to do to prepare. Plus, we open the mailbag to answer listener questions on all things Roth.

Send us a text

Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram

  continue reading

240 episodes

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