Beginning in 2026 401(k) participants who are age 50 or older and high earners will face new rules regarding how and if catch-up contributions can be made to their employer’s 401(k) plan. Starting in ...
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High earners’ catch-up contributions are headed to Roth — why 2027 planning starts now
Last year, the IRS finalized rules outlined in the SECURE 2.0 Act that change how some workers can make catch-up contributions to their employer retirement plans such as 401(k)s. While many plans are ...
Everybody loves a tax break they can take right away. But a new IRS rule is taking a tax perk away from some 401(k) savers who make a lot of money. Enter the Roth 401(k) catch-up. Beginning this year, ...
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