Tim Steffen Breaks Down New 401(k) Catch-Up Contribution Rules with Morningstar
Tim Steffen, CPA/PFS, CFP®, CPWA®, Baird’s Director of Advanced Planning, joins Morningstar to unpack the new rules governing 401(k) catch-up contributions and what they mean for older and higher-income retirement savers. In the video, Tim explains key changes tied to SECURE 2.0, including enhanced “super catch-up” contributions for certain age groups and new Roth requirements that could affect how participants plan for retirement savings.
