SECURE 2.0: New Rules + Higher Limits: Super Catch-Up Contributions & Roth Optio

Big changes are here for retirement savers. The SECURE Act 2.0 is giving individuals more opportunities to make Roth contributions to retirement plans other than Roth IRAs, plus super catch-up contribution amounts like never before.

In this live webinar, Larissa Greene and Alex Perny of Advanta IRA will break down the updates that could directly impact your savings strategy. From expanded Roth contribution eligibility to the new super catch-up contribution rules, you'll get a clear understanding of what's changed, who qualifies, and how to take advantage of the updates—especially if you're over 50.

Here’s what you’ll learn:
• Which retirement plans now allow Roth contributions under the SECURE Act 2.0
• What “super catch-up contributions” are and how they differ from standard catch-up rules
• Age requirements for super catch-ups
• Tax implications and planning tips for higher contributions
Whether you're revisiting your strategy or helping clients adjust theirs, this session is a must for anyone interested in maximizing contributions before retirement.

You must register here to receive the webinar link.