It’s a new year, which means new IRS rules — and new opportunities to boost your retirement savings. Jarrod sits down with Associate Financial Planner Sam Neff to break down the updated 401(k) limits, catch-ups, IRA changes, and why inflation quietly reshapes how much you should be saving. Sam also shares what these changes mean for practice owners, associates, and anyone trying to build long-term wealth without getting lost in tax jargon. It’s fast, clear, and unexpectedly fun… even if it’s an episode about the IRS.
Interested in more info on how to: Earn More, Save More, and Retire Early
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