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Roth 401(k) Catch Up Alternative
New Tax Law Impacting 401(k) Contributions
Did you now that a tax law effective Jan. 1, 2026 impacts your client's potential 401(k) catch up contributions? Listen to this podcast for a summary of the law and for two possible sales ideas. In this podcast, Jim Barbee with Advanced Planning discusses why certain employees are no longer permitted to make pre-tax catch up contributions to an employer's 401(k) and an alternate use for those funds (spoiler alert: life insurance is involved).
Did you now that a tax law effective Jan. 1, 2026 impacts your client's potential 401(k) catch up contributions? Listen to this podcast for a summary of the law and for two possible sales ideas. In this podcast, Jim Barbee with Advanced Planning discusses why certain employees are no longer permitted to make pre-tax catch up contributions to an employer's 401(k) and an alternate use for those funds (spoiler alert: life insurance is involved).
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By AuguStar Financial
5
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New Tax Law Impacting 401(k) Contributions
Did you now that a tax law effective Jan. 1, 2026 impacts your client's potential 401(k) catch up contributions? Listen to this podcast for a summary of the law and for two possible sales ideas. In this podcast, Jim Barbee with Advanced Planning discusses why certain employees are no longer permitted to make pre-tax catch up contributions to an employer's 401(k) and an alternate use for those funds (spoiler alert: life insurance is involved).
Did you now that a tax law effective Jan. 1, 2026 impacts your client's potential 401(k) catch up contributions? Listen to this podcast for a summary of the law and for two possible sales ideas. In this podcast, Jim Barbee with Advanced Planning discusses why certain employees are no longer permitted to make pre-tax catch up contributions to an employer's 401(k) and an alternate use for those funds (spoiler alert: life insurance is involved).