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Are You Ready for the New Roth Catch-Up Contribution Rules?

Catch-up contributions have long been a way for taxpayers to put more dollars into their retirement accounts as they get older. But the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act, enacted in 2022, included a major change to the catch-up contribution rules for higher-income taxpayers — and employers that sponsor qualified retirement plans. It requires higher-income taxpayers to make catch-up contributions to qualified plans as after-tax Roth contrib

Terri Ross

Dec 19, 20254 min read

Are Social Security benefits non-taxable now? Not quite—here’s what’s really going on.

Social Security is still taxable , but many seniors mistakenly believe otherwise. This confusion stems from a temporary tax deduction ...

Terri Ross

Sep 16, 20251 min read

Thinking about buying an Electric Vehicle (EV)? The federal tax credit is ending soon—here's what you need to know.

Starting September 30, 2025 , the federal EV tax credit —up to $7,500 for new electric vehicles and $4,000 for used ones—will expire ...

Terri Ross

Sep 9, 20251 min read

SUBSCRIBE FOR THE LATEST NEWS

Are You Ready for the New Roth Catch-Up Contribution Rules?

Are Social Security benefits non-taxable now? Not quite—here’s what’s really going on.

Thinking about buying an Electric Vehicle (EV)? The federal tax credit is ending soon—here's what you need to know.

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