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.
Beaird Harris is honored to be included in Expertise.com’s list of “Best Accountants in Dallas” for 2021.
The goal of Expertise.com is to connect people with the best local experts. They reviewed 282 accountants in Dallas and narrowed the list to the top 17 firms based on their carefully developed selection process. To make the list a firm must meet their criteria including availability, qualifications, reputation, experience, and professionalism. Expertise.com makes it easy to find the best local experts and we are honored to be named in the top 17 accountants in Dallas. You can learn more here.
We are proud of our accomplishments and national recognition; however, we never forget the true measure of our continued success is the peace of mind our clients enjoy as we help them focus on the things that matter most: living a happy, healthy, and meaningful life.
About Beaird Harris
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 consulting, business advisory, investment management, financial planning, family office 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.
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.
Tax season is where the action lies for a great number of firms – they live for compliance, for details, for maximizing deductions.
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…
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