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A new rule means some 401(k) contributions will no longer be tax-deferred. Here’s who will be affected | CNN Business
New tax rules for 401(k) catch-up contributions start next year. Workers over 50 will face taxes on these contributions, potentially impacting retirement savings. Let’s review your retirement plan to optimize your savings. Contact me to stay ahead!
Read MoreInterested in learning more about alternative investments and opportunities in the private credit market? Listen to this podcast on the rapid expansion of private credit featuring Eric Wise, head of alternate finance at RBC Capital Markets: https://lnkd.in/g2XKqz6D] Call or email me to discuss your ideas and interests.
Did you know married couples can split gifts, enabling you to give more? September is a great time to review gifting strategies, estate plans or trusts. As the year winds down, make sure your plans still reflect your goals, and your loved ones’ needs.