SECURE 2.0 in 2025 | What the Significant Changes Mean for You and Your Clients

January 31, 2025

While not new, Secure 2.0 is COMPLEX. JULY’s Blake Willis walks you through several significant changes to retirement plans effective January 1, 2025.

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Super Catch-Up FAQs

Super Catch-Up FAQs

January 31, 2025

Retirement savings can be challenging, especially for those nearing retirement who may need to make up for lost time. Due to SECURE 2.0 enhancements effective in 2025, individuals aged 60 to 63 can make even higher catch-up contributions to 401(k) and similar plans, “super catch-up” contributions.