Business Intelligence | From W.D. Strategies on MSN
The 2026 "Super Catch-Up" trap: Why ages 60-63 are in the IRS crosshairs
If you're between ages 60 and 63, the IRS just handed you a gift and a potential headache all wrapped into one. 0 Act lets ...
Young and the Invested on MSN
2026 is here: Here are the changes to catch-up contributions
This article explains the 2026 catch-up contribution limits.
In January 2026, the new Roth catch-up rules take effect. The mandate prevents workers over 50 who earned more than $150,000 the prior year from making pre-tax catch-up contributions to their 401(k).
The Internal Revenue Service and the Treasury Department have issued final regulations on the new Roth catch-up contribution rule from the SECURE 2.0 Act, along with other provisions of the law.
The Internal Revenue Service has finalized regulations implementing key provisions of the SECURE 2.0 Act, including new requirements for catch-up contributions in workplace retirement plans. The rules ...
The IRS has finally issued final regulations on those SECURE 2.0 Act provisions relating to catch-up contributions. Depending on your income, those may be treated as Roth catch-up contributions.
A new rule is going into effect next year that will affect high earners who make “catch-up contributions” in their 401(k)s or other tax-deferred workplace retirement plans. The rule, which was created ...
When the IRS published its final regulations governing Roth source catch-up contributions in the Federal Register on September 16, the countdown clock started. On January 1, 2026, employees age 50 and ...
Starting January 1, 2026, professionals earning over $145,000 must make catch-up contributions to Roth accounts, ...
Since 2002, retirement savers age 50 and over have had the option of making “catch-up” contributions to their 401(k) plans, which are over and above the regular limits for employee contributions to ...
The Secure 2.0 Act of 2022 gave us the Roth catch-up mandate, a revenue raiser that has caused great consternation in the retirement plan community as plan sponsors, recordkeepers and payroll ...
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