Sometimes called the 'super' catch-up contribution, this new saving option is only available to workers age 60 to 63. There have been numerous changes to the tax rules surrounding retirement plans in ...
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Catch-Up Rules Shift to Roth for Over-50 Earners
A new federal rule set to take effect January 1, 2026, will require certain high-income workers to make catch-up contributions to their workplace retirement plans on an after-tax Roth basis, ...
SECURE Act 2.0 introduces new rules applicable to 401(k) plan catch-up contributions that will take effect in 2026. This Alert provides a brief explanation of catch-up contributions and actions which ...
On January 10, 2025, the Department of the Treasury and the Internal Revenue Service issued proposed regulations related to two new catch-up contribution provisions under the SECURE 2.0 Act of 2022 ...
Forbes contributors publish independent expert analyses and insights. True Tamplin is on a mission to bring financial literacy into schools. Designed to bolster retirement savings, catch-up ...
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