The "Super Catch-Up": New 2026 401(k) Limits
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 12 December 2025
⏱️ 48 minutes
🧾️ Download transcript
Summary
The IRS has officially announced the 2026 retirement contribution limits with the 401(k) cap rising to $24,500, but the big news is the "Super Catch-Up" provision from the Secure 2.0 Act.
Today's Stocks & Topics: Nomura Energy Transition ETF (PWER), Market Wrap, “The "Super Catch-Up": New 2026 401(k) Limits”, Warner Bros. Discovery, Inc. (WBD), Vera Therapeutics, Inc. (VERA), How to Short a Stock, Vanguard Mid-Cap Index Fund ETF Shares (VO), Vanguard Small-Cap Value Index Fund ETF Shares (VBR), The Domestic Oil Industry, Svenska Handelsbanken AB (publ) (SVNLY), GE Vernova Inc. (GEV), Investing vs. Gambling.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is |
| 0:12.1 | InvestTalk, independent thinking, shared success. |
| 0:17.9 | Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.4 | Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:36.1 | Good afternoon, fellow investors, and welcome back to Invest Talk. |
| 0:40.1 | This is our Thursday, December 11th, 2025 edition. |
| 0:43.9 | And the fourth quarter is racing quickly to the finish line. |
| 0:48.6 | Just a few more weeks in the trading year. |
| 0:52.9 | We're on to 2026. That basically means we're there. |
| 0:56.7 | New trends are emerging in markets, which we'll talk about in a little bit. But this hour is |
| 1:02.6 | dedicated to you. I'm Justin Klein, and my goal each every day is help you take that next step |
| 1:09.3 | in your journey towards financial freedom, whatever |
| 1:12.1 | that means to you. |
| 1:14.6 | And we do that by answering your finance and investment questions, as well as bringing |
| 1:19.8 | you data and perspective, developed over 25 years of investment experience. |
| 1:25.9 | Now, I hope today you found some sort of success in markets, and our goal is to |
| 1:33.3 | magnify that each day. |
| 1:35.8 | Now, in just a bit, we'll talk about today's Mark Performance and run down the show topics, |
| 1:39.0 | but first, let's tackle this caller question now. |
| 1:42.2 | Yes, I was wondering if you could give me your opinion on P-W-E-R, |
| 1:47.1 | it's an equity energy ETF. Thank you. Okay, interesting. P-W-E-R is the symbol, and this is a |
| 1:56.9 | Nomura energy transition ETF ETF. Okay. |
... |
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