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Bridget Sullivan Mermel CFP(R) CPA
Jan 11
Maximize Your 401(k) With A Super Catch Up Contribution!
This week we discuss important changes to 401(k) contribution limits for 2025, particularly for individuals aged 60-63. In 2025, people...
Bridget Sullivan Mermel CFP(R) CPA
Jan 30, 2024
Understanding RMDs and QCDs
In this episode of Friends Talk Financial Planning, John and Bridget address a viewer's question, breaking down the differences between...
Bridget Sullivan Mermel CFP(R) CPA
Jan 31, 2023
What's NOT in SECURE Act 2.0 | What Didn't Make the Cut
What's NOT in the SECURE Act hasn't gotten much attention as everyone, including @FriendsTalkFinancialPlanning, have been focusing on...
Bridget Sullivan Mermel CFP(R) CPA
Jan 22, 2023
Convert 529 to Roth | How's This Going to Work?
One of the new provisions o the Secure Act 2.0 is that 529 College Savings Plans are now going to be able to be rolled over into Roth...
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