The Road Ahead | A Brief Overview of Secure 2.0

Secure 2.0 is big news and JULY’s Blake Willis walks you through highlights of the bill, what the changes mean to you, your business and your clients as well as highlight new related opportunities.

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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.