Heads-Up for High Earners: Big Changes Coming to 401(k) Catch-Up Contributions
If you’re over 50 and earning a high income, there’s an important change on the horizon that could affect how you save for retirement. As part of the SECURE 2.0 Act of 2022, the IRS will soon require certain older, higher-earning employees to make 401(k) catch-up contributions on a Roth basis rather than pre-tax. Starting […]
How to Handle Retirement After Selling a Family Business
The day you sign the final papers to sell your family business marks the end of one journey and the beginning of another. After years (perhaps decades) of pouring your heart, mind, and soul into building something meaningful, the transition can feel like stepping off a familiar path into uncharted territory. The rhythms that structured […]
