Retirement Savings

Maximize Retirement Savings: Don’t Overlook Catch-Up Contributions for Taxpayers Aged 50 and Over

December 23, 2025December 23, 2025 by Alex Franch

Maximize retirement savings with catch-up contributions for SEP, SIMPLE, 401(k), and 403(b) plans, plus HSA and Roth strategies for older Americans nearing retirement.

Mega Backdoor Roth IRA: A Powerful Retirement Savings Strategy

December 26, 2024 by Alex Franch

The Mega Backdoor Roth IRA allows high-income earners to contribute more to their Roth IRA by making after-tax 401(k) contributions and converting them, offering tax-free growth and higher contribution limits.