In this episode of Amplified Wealth: According to Plan, Kate and Tom get “back to basics” with a topic that impacts millions of retirees: Required Minimum Distributions (RMDs). Whether you're approaching RMD age or just want to be prepared, we cover: • The latest Secure Act 2.0 updates • How to calculate your RMD • Aggregation rules for multiple IRAs, 401(k)s, and inherited accounts • When it might make sense to delay (or not) • Charitable giving strategies like QCDs • Tax impact, planning ti...
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In this episode of Amplified Wealth: According to Plan, Kate and Tom get “back to basics” with a topic that impacts millions of retirees: Required Minimum Distributions (RMDs). Whether you're approaching RMD age or just want to be prepared, we cover: • The latest Secure Act 2.0 updates • How to calculate your RMD • Aggregation rules for multiple IRAs, 401(k)s, and inherited accounts • When it might make sense to delay (or not) • Charitable giving strategies like QCDs • Tax impact, planning ti...
Secure Act 2.0 - 2025 Super Catch Up Rules Explained
Amplified Wealth
16 minutes
6 months ago
Secure Act 2.0 - 2025 Super Catch Up Rules Explained
In the latest episode of Amplified Wealth: According to Plan, hosts Kate Fishbein and Tom Farrell break down a major Secure Act 2.0 provision taking effect in 2025: the Super Catch-Up Contribution for workers aged 60 to 63. Episode Highlights: 🦸♂️ Super Catch-Up Uncovered: Workers aged 60–63 can contribute $11,250 - a boost over the standard $7,500 catch-up limit. 📅 Timing is Everything: Why your age on December 31, 2025 determines eligibility. 📊 Plan Types Matter...
Amplified Wealth
In this episode of Amplified Wealth: According to Plan, Kate and Tom get “back to basics” with a topic that impacts millions of retirees: Required Minimum Distributions (RMDs). Whether you're approaching RMD age or just want to be prepared, we cover: • The latest Secure Act 2.0 updates • How to calculate your RMD • Aggregation rules for multiple IRAs, 401(k)s, and inherited accounts • When it might make sense to delay (or not) • Charitable giving strategies like QCDs • Tax impact, planning ti...
