<p>In this episode, Heather Townsend and Dave Grant discuss the upcoming changes to 401k plans in 2026, focusing on the implications for individuals over 50 and the new rules regarding catch-up contributions. They explore the impact of these changes on retirement planning, tax strategies, and the importance of adapting to new regulations.</p>

In this episode, Heather Townsend and Dave Grant discuss the upcoming changes to 401k plans in 2026, focusing on the implications for individuals over 50 and the new rules regarding catch-up contributions. They explore the impact of these changes on retirement planning, tax strategies, and the importance of adapting to new regulations.

Big Changes Coming to Your 401(k) | Ep. 49

Experienced financial advisors Dave Grant (Retirement Matters, Inc.) &amp; Heather Townsend (Townsend Financial) talk about their advice to wealthy clients and how it can benefit you.

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Experienced financial advisors Dave Grant (Retirement Matters, Inc.) & Heather Townsend (Townsend Financial) talk about their advice to wealthy clients and how it can benefit you.

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Big Changes Coming to Your 401(k) | Ep. 49

Big Changes Coming to Your 401(k) | Ep. 49