EPISODE · Jan 22, 2026 · 20 MIN
The Super Catch-Up Window: A Rare Chance to Save More After 60
from Retire Right: A WYZE Wealth Advisors Podcast · host Ryan Wyatt
Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/In this episode, Ryan and Nick break down the new Super Catch-Up contribution rules and spotlight crucial opportunities for those nearing retirement. Discover how strategic planning may provide greater financial flexibility and tax advantages in retirement. Curious if you’re maximizing your own savings potential? Tune in to find out what these changes could mean for your future!Here’s what we cover in this episode: 🚀 Super Catch-Up Window: A new opportunity for ages 60–63📈 Higher Contribution Limits: What the increased caps allow⚖️ Roth vs. Pre-Tax Choices: How tax treatment factors in🏛️ SECURE 2.0 Impact: What changed for workplace retirement plans🧩 Personalized Planning: How this rule fits into a bigger strategyConnect with us:Web: https://wyzewealthadvisors.com/Phone: 724-271-7019Watch the show on YouTube: https://bit.ly/3Ssra3H
Embed this episode
What this episode covers
Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/ In this episode, Ryan and Nick break down the new Super Catch-Up contribution rules and spotlight crucial opportunities for those nearing retirement. Discover how strategic planning may provide greater financial flexibility and tax advantages in retirement. Curious if you’re maximizing your own savings potential? Tune in to find out what these changes could mean for your futur...
Ready to play
The Super Catch-Up Window: A Rare Chance to Save More After 60
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.