Case Study: Changes coming to IRAs and 401(k)s in 2025

Original Air Date: October 12, 2024 

Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS® to break down some of the changes coming to retirement accounts in 2025 as part of the phased-in provisions from the Secure 2.0 Act, including souped-up catch-up contributions for those ages 60 to 63, automatic 401(k) enrollment, and the enforcement of failure to withdraw penalties on inherited IRAs. 
 

Read the Article: https://www.henssler.com/prepare-for-2025-key-changes-to-401k-and-ira-rules-under-secure-2-0