🧠 S&P 500 hits longest win streak in 20 years, Mag7's AAPL-AMZN-MSFT-META report earnings

PortfolioGPT x Unprompted newsletter for 4/27-5/3

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✨ PortfolioGPT community, here’s the latest financial news to supercharge your investment knowledge and start building generational wealth today.

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  • Gen X 🏖️ There’s a new ‘super funding’ catch-up limit for Gen X 401(k) savers in 2025 CNBC: For 2025, retirement savers age 50 and older can defer up to $23,500 into your 401(k), plus an extra $7,500 for “catch-up contributions.”. For workers age 60 to 63, that catch-up limit has jumped to $11,250 in 2025. According to Fidelity data, some 97% of retirement plans have added the feature

  • Wealth Transfer 💸 More Americans are moving money, but who, why, and where? InvestmentNews: A Hearts & Wallets report reveals an estimated $800B was moved in retirement rollovers in 2024, but transfer of assets and new deposits together totaled $1.3T. This underscores a shift in how clients are engaging with finances, with implications for acquisition and retention strategies.

  • 📧 Subscribe to Great Wealth Xfer Covering the global $84T wealth transfer from Boomers to Millennials and Gen Z. (Coming Soon)

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We’ll be back next Saturday morning to recap the week’s financial news.

Thanks to Mindstream for sponsoring.

✨ Happy Unprompting,

Rawee
[email protected]

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