Inside The Plan With The 401(k) Brothers

Preview Mode Links will not work in preview mode

15015 Jamestown Boulevard, Suite 100, Baton Rouge, LA 70810. Advisors of Horizon are Registered Representatives of Cetera Advisors LLC, a broker/dealer and Registered Investment Adviser.

High Earners, Catch-Up Contributions, and Smarter New-Year Moves

Jan 27, 2026

As the calendar turns to 2026, Bill and Andy Bush kick off the new year by breaking down key changes affecting higher-income 401(k) participants—most notably the new SECURE 2.0 rules requiring Roth catch-up contributions for certain earners. They unpack who the rules apply to, how they intersect with other income...