New in 2025 is a confusing rule regarding Catch-up Contributions to 401(k)s, 403(b)s, and SIMPLE IRAs. This confusion will lead to many people who are eligible to not take advantage of it. We're explaining the new Super Catch-Up, clarifying the confusion around them, and sharing how you can take advantage of this new rule and maximize your 401(k) on this episode of Wise Money.

Season 10, Episode 26

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Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Super Catch-Up Contributions Explained: How to Maximize Your 401k

The Wise Money Show™