Wealth Over Taxes
Wealth Over Taxes
Kevin Sullivan and Robin Whitlock
The Catch-Up Rule Shift
53 minutes Posted Jul 17, 2026 at 6:00 pm.
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53:13
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Show notes

In this episode, Kevin Sullivan and Robin Whitlock discuss recent changes in retirement planning, including Roth catch-up rules, target date funds, and strategies for managing taxes and risk as you approach retirement. They also answer listener questions about maximizing retirement contributions and planning for a secure financial future.

 

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

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