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The Confident Retirementwith Kris Flammang and Mark Picchi Author: Kris Flammang
The Confident Retirement Podcast with Kris Flammang and Mark Picchi aims to empower listeners with simple, common sense financial wisdom. Kris and Mark are the partners of LPF Advisors, a financial services firm in Sarasota, Florida. On the show, they deliver entertaining insight and a wealth of knowledge from experts in the financial world. From time to time, Kris and Mark share their own experiences as financial experts - how to retire in a way thats aligned with what people seek most - the right advice from the right people at the right time in the right way based on what they value most in life. Each week on The Confident Retirement Podcast, Kris and Mark bring you experts who are in the trenches everyday assisting people with lifes big decisions and navigating the certainty of uncertainty. Join them for dynamic conversations highlighting tried and tested strategies to feel more confident in your financial journey. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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Episode 170: New 401k Catch Up Rules 4 High Earners
Episode 170
Wednesday, 12 November, 2025
The information we provide is our opinion and not necessarily that of our firm or this platform. We provide general information on the podcast, not any customized investment advice. Nothing should be construed as financial, tax, or legal advice. You should consult with your own professionals about your personal situationIn this episode, Kris Flammang is joined by guest host Colin Habig to break down the new 401(k) catch-up contribution rules under SECURE Act 2.0—and how they specifically impact high earners and plan sponsors.Starting in 2026, individuals making over $145,000 annually will see big changes in how they can contribute catch-up dollars—and Roth contributions may be the only option. Whether you're a high-income employee or a business owner running a retirement plan, this is your heads-up episode.➤ What You’ll Learn→ The key 401(k) changes coming for earners above $145K→ How Roth-only catch-up rules will affect retirement strategies→ What small business owners and plan sponsors need to do NOW→ Compliance and automation strategies to avoid mistakes→ The timeline for plan amendments and why 2026 matters🎯 Bottom Line:Catch-up contributions aren’t going away—but they are changing fast. Tune in to get ahead of the curve and protect your retirement strategy.📌 Resources & Contact→ Learn more: https://www.lpfadvisors.com→ Connect with Kris: LinkedIn→ Connect with Colin: LinkedIn→ Subscribe to the podcast for more smart money strategies for HENRYs (High Earners, Not Rich Yet)New boost Learn more about your ad choices. Visit megaphone.fm/adchoices
