Blog

How New Catch-Up Contribution Rules Can Impact You

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Camille Blomdahl
Director of Client Services
WealthTrace

Higher earners (making $145,000 in salary or more) must make catch-up contributions into a Roth account starting in 2026.

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by

Camille Blomdahl
Director of Client Services
WealthTrace

Roth conversions and Qualified Charitable Distributions can help manage taxable income and reduce future RMD obligations.

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by

Camille Blomdahl
Director of Client Services
WealthTrace

An executive order could allow retirement savers to invest in private equity, real estate, and even digital assets like Bitcoin.

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by

Camille Blomdahl
Director of Client Services
WealthTrace

If charitable giving is part of your financial plan, upcoming changes to federal tax rules could affect how much of your generosity is deductible.

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by

Camille Blomdahl
Director of Client Services
WealthTrace

With Social Security’s future uncertain, individuals should take steps now to build financial security.

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