New 401k Super Catch-Up Contribution in 2025 for ages 60-63
https://ktwealthmanagement.com/wp-content/uploads/2025/03/New-401k-Super-Catch-Up-Contribution-in-2025-for-ages-60-63.movIf you’re 60-63 years old, the catch-up contribution just got a major boost- from $7,500 to $11,250.That’s extra savings, extra...
Is Market Leadership Shifting?
For two years, the “Magnificent Seven”—Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia, and Tesla—were unstoppable, surging 156.1% and driving the S&P 500 up 53.2%. But 2025 is telling a different story.While the S&P 500 is up 1.4% so far this...
401k match explained
https://www.youtube.com/shorts/3VOEvQQqle8In this video, I break down the benefits of taking full advantage of your employer’s 401(k) match. Learn how matching contributions can boost your retirement savings, why it’s essentially free money, and how to make the most...
How Your Investments Are Taxed
https://www.youtube.com/shorts/KKWLpNU1jtA𝐒𝐞𝐥𝐥 𝐚 𝐬𝐭𝐨𝐜𝐤 𝐢𝐧 𝐮𝐧𝐝𝐞𝐫 𝐚 𝐲𝐞𝐚𝐫? Short-term gains = taxed as ordinary income𝐇𝐨𝐥𝐝 𝐢𝐭 𝐟𝐨𝐫 𝐨𝐯𝐞𝐫 𝐚 𝐲𝐞𝐚𝐫? You get the lower 𝐥𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐠𝐚𝐢𝐧𝐬 𝐫𝐚𝐭𝐞𝐬 (0%,15%, or 20% depending on income)𝐄𝐚𝐫𝐧 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐟𝐫𝐨𝐦 𝐡𝐢𝐠𝐡-𝐲𝐢𝐞𝐥𝐝 𝐬𝐚𝐯𝐢𝐧𝐠𝐬 𝐨𝐫...