Starting in 2025, workers ages 60-63 can contribute up to $35,750 annually to their 401(k)—$11,250 more than standard catch-up contributions. This episode breaks down the eligibility rules, the tax implications (including the new Roth requirement for high earners), and strategies to make the most of this four-year window before it closes at age 64.
This content is for informational and educational purposes only and does not constitute financial advice. Always consult a qualified financial advisor before making investment decisions.
This episode was generated with AI assistance.