Recently, the Department of the Treasury and the IRS issued the long-awaited final regulations regarding the provisions of SECURE 2.0 relating to catch-up contributions made by participants in ...

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 ...

On September 15, 2025, the Department of the Treasury and the Internal Revenue Service issued final regulations implementing key provisions of the SECURE 2.0 Act relating to Roth catch-up ...

The catch-up contribution limit for IRAs is currently $1,000, and the amount is not tied to inflation. That is set to change ...

Higher-income earners must make 401(k) catch-up contributions with after-tax dollars and place them in a Roth account.

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 ...

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A popular tax break for workers nearing retirement age allowing them to make extra catch-up contributions is changing next year, which will limit access to some high earners. The IRS issued new ...

Typically, 401(k) catch-up contributions, which apply to workers age 50 and older, can be traditional pretax or after tax Roth, depending on what 401(k) plans allow. But starting in 2026, 401(k) catch ...

The new super catch-up contribution is extra money that workers are allowed to save in a 401(k) or other workplace retirement plan if they'll be between the ages of 60 and 63 by the end of the year.

The Fed lowers interest rates, sending value and small-cap stocks soaring. Request your required minimum distributions at least a few days before Dec. 31, including if you inherited a retirement ...

2026 brings changes to your 401(k) catch up contributions that you need to know about. Ignoring them could bring IRS hassles or a surprise tax bill. If you are participating in your 401(k) at work, ...