Coffee with Katie

Coffee With Katie

“Coffee with Katie” was born from a desire to change the conversation and make the topic of finance more inviting and palatable for women. In-person sessions and video recaps are hosted by Kathryn M. Brown, CFP®, ChFC®, Principal and Co-Founder of Morton Brown Family Wealth.

2021 Retirement Contributions

In this episode of Coffee with Katie, Katie Brown provides an update on retirement contribution limits for 2021. She explains the limits for various types of accounts (401k, 403b, Traditional IRA, Roth IRA, etc.) and the catch up opportunities for investors over the age of 50. Katie also provides an overview of the tax benefits and differences between a Traditional IRA and a Roth IRA.

Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/
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