On September 15, the IRS issued final Treasury regulations implementing provisions of the SECURE 2.0 Act related to age-50 catch-up contributions under employer-sponsored retirement plans. While many ...

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, ...

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).

A significant change is on the horizon for older, high-income retirement savers, and the deadline for implementation is fast approaching. Under a key provision of the SECURE 2.0 Act, a new rule will ...