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Katie Blevins
Katie Blevins
Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) Financial Consultant
512-794-2384

Meet Katie, a dedicated financial consultant passionate about empowering clients through effective tax strategies and personalized financial planning. With a focus on reducing taxes and stress, she helps clients achieve peace of mind by simplifying complex financial decisions. Katie believes that strong, trusting relationships are the foundation of successful financial planning, and is committed to guiding clients every step of the way. Whether navigating retirement, investments, estate planning, business succession, or tax optimization, she is here to ensure your financial journey is smooth and rewarding. 


The Power of 401k Catch-Ups

Discover how 401(k) catch-up contributions, like the new "super catch-up" for ages 60-63, can significantly boost your retirement savings. See the potential difference these contributions could make by age 67.

Your Information

$
$0$10M
%

2026 Contribution Limits

Standard Contribution Limit$24,500
50+ Catch-Up Limit+$8,000
60-63 "Super Catch-Up" Limit+$11,250

Your Catch-Up Benefit

With both regular catch-up contributions and 60-63 catch-up contributions between ages 60-67

Additional Savings by Age 67
$0
Additional Monthly Income Over 30-Year Retirement$0

Projected Balance at Age 67

Regular Contributions Only$24,500/year
$0
With 50+ Catch-Up$32,500/year
$0
With Super Catch-Up (60-63)$35,750/year ages 60-63, then $32,500/year
$0

Growth Comparison

This is the additional amount you could accumulate by age 67 if you take full advantage of catch-up contributions, including the enhanced "super catch-up" for ages 60-63. This could provide approximately $0 in additional monthly retirement income.

Once you reach age 73, you must begin taking required minimum distributions (RMDs) from your 401(k) or any other defined contribution plan in most circumstances. Withdrawals are taxed as ordinary income and, if taken before age 59½, may be subject to a 10% federal income tax penalty.

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