303-378-1558
Barbara:
303-850-7308(B)
303-618-4982(C)
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
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