A brief summary of this episode
Today
New Roth Catch-Up Rule Hits High Earners In 2026
Older workers nearing retirement have long enjoyed a valuable benefit: the ability to make additional, tax-deferred contributions to their workplace retirement plans. But under a new federal rule taking effect in 2026, that benefit is changing for many.Beginning January 1, 2026, ... Show More
7m 54s
Oct 7
PSLF Weighted Average Rule Explained
Public Service Loan Forgiveness (PSLF) has long been a lifeline for teachers, nurses, social workers, and other public sector employees carrying student loan debt. But the rules around consolidation (the process of combining multiple federal loans into one Direct Consolidation Lo ... Show More
8m 26s