Super-Catch-Up Contributions Under SECURE 2.0: Key Changes for 2025 and What Employers Need to Know

Starting in 2025, the SECURE 2.0 Act introduces a new opportunity for eligible participants aged 60 to 63 to make *super-catch-up contributions* to their retirement plans. These contributions can be up to the greater of $10,000 or 150% of the regular catch-up contribution limit, allowing workers to save more for retirement as they approach their […]
Spread the Word About IRA Qualified Charitable Distributions

The SECURE 2.0 Act introduced new provisions for IRA qualified charitable distributions (QCDs) that can significantly benefit your not-for-profit organization—if your donors are aware of them. By familiarizing yourself with these updates and communicating their tax benefits effectively, you can inspire your supporters to contribute more through their IRAs. From QCDs to RMDs Let’s start […]