New Roth Rules & IRA Limits
High earners over age 50, a group traditionally excluded from Roth participation, are now being required to make their catch-up contributions on a Roth basis, an ironic pivot intended to bolster near term government revenue. Donna and Nathan discuss the various changes to retirement account rules and limits to keep you on the right side of the regulators. Also, on MoneyTalk, investing in international markets, and Stock Trivia: Battle of the Sowas. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 1/15/2026. Have a question for the…
The skinny
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