What to Know About Catch-Up Contributions in 2025
Exciting changes in retirement planning for 2025, driven by the SECURE 2.0 Act, offer new opportunities—like “super” catch-up contributions—for individuals nearing retirement to save more.
At Beaird Harris, our succession plan ensures continuity and stability for our valued clients while recognizing exceptional talent within our team. As Paula Allgood, Managing Partner of our public accounting practice, highlights, “Our partner opportunity is mutually beneficial, attracting top talent and providing clients with continuity and assurance.” Through a rigorous selection process, we welcome deserving senior team members to our partner group, aligning their interests with the firm’s long-term success. This commitment to excellence ensures we continue to deliver unparalleled service and value, paving the way for a steadfast and successful future.
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions. Beaird Harris offers tax, accounting, business advisory, investment management, financial planning, and retirement plan services.
Beaird Harris, PLLC and Beaird Harris Wealth Management, LLC are affiliates who operate in a collaborative team environment under the enterprise name of Beaird Harris. We believe that clients are best served when all facets of finance and taxes are viewed holistically. While clients are not required to use both firms, many value the simplicity of working with a single enterprise to integrate tax and wealth management for a fully coordinated solution.
Beaird Harris, PLLC is a Certified Public Accounting Firm.
Beaird Harris Wealth Management, LLC is a Registered Investment Advisor with the SEC.
Exciting changes in retirement planning for 2025, driven by the SECURE 2.0 Act, offer new opportunities—like “super” catch-up contributions—for individuals nearing retirement to save more.
If you’re turning 65 in 2025, you’re eligible for Medicare and should consider your options carefully, as timely enrollment can prevent costly penalties, while factors…
Beaird Harris has been ranked as #5 out of 52 firms in Financial Planning’s list of Best RIAs to Work for.
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