JUST RELEASED - EVERY DOLLAR COUNTS Research DOWNLOAD NOW

menuSchedule Demo

SAVVI Financial Featured in Kiplinger

”The landscape of retirement savings is changing fast. As 2026 approaches, new rules under the SECURE 2.0 Act will require many higher‑earning, older workers to shift their 401(k) “catch‑up” contributions into after‑tax Roth accounts, eliminating the upfront tax deduction many have relied on. "
In this recent Kiplinger Q&A, Brian Harrison weighs in, explaining why it’s still wise for many to consider maximizing their 401(k), even under the new rules. He outlines how a mix of traditional and Roth contributions can give savers a balance of tax flexibility, future growth potential, and retirement security.
As you plan your 2026 savings strategy, now is the perfect time to revisit your retirement approach, and make sure you're preparing with both tax efficiency and long-term flexibility.
READ ARTICLE
Let’s talk about what this means for your benefits and retirement planning.

Let’s talk.

Schedule a 30-minute chat

781-583-7017

sales@savvifi.com

elipse
sky elipse
back to top