As the year comes to a close, it’s time to make sure your finances are in order before December 31st. In this episode, we go over a practical year-end checklist designed specifically for physicians to help you save money, reduce taxes, and start the new year on solid financial footing. We’ll cover: How to maximize retirement contributions and employer matchesSmart ways to use your CME funds and professional allowances before they expireTax strategies to consider before year-end, includ...
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As the year comes to a close, it’s time to make sure your finances are in order before December 31st. In this episode, we go over a practical year-end checklist designed specifically for physicians to help you save money, reduce taxes, and start the new year on solid financial footing. We’ll cover: How to maximize retirement contributions and employer matchesSmart ways to use your CME funds and professional allowances before they expireTax strategies to consider before year-end, includ...
Episode 176: Changes Coming to Catch-up Contributions to Retirement Accounts
The Grow Your Wealthy Mindset Podcast
11 minutes
1 month ago
Episode 176: Changes Coming to Catch-up Contributions to Retirement Accounts
Are you age 50 or older and contributing extra to your 401(k), 403(b), or 457(b)? Big changes are coming to catch-up contributions that could affect your retirement planning—especially if you’re a high-income earner. In this episode of The Grow Your Wealthy Mindset, I break down the IRS’s final regulations on catch-up contributions under the SECURE 2.0 Act and what they mean for you starting in 2026. We’ll cover: Who is considered a “high-income earner” and how that definition is determinedWh...
The Grow Your Wealthy Mindset Podcast
As the year comes to a close, it’s time to make sure your finances are in order before December 31st. In this episode, we go over a practical year-end checklist designed specifically for physicians to help you save money, reduce taxes, and start the new year on solid financial footing. We’ll cover: How to maximize retirement contributions and employer matchesSmart ways to use your CME funds and professional allowances before they expireTax strategies to consider before year-end, includ...
