(k) cathc up contributions. Ignoring these changes could get you in trouble with the IRS or cause a suprise tax bill.
And recently, the rules were changed to introduce "super" catch-up contributions, which allow an even smaller older age group ...
Catch-up contributions have always been a powerful way for people in their 50s and early 60s to turbocharge retirement savings, but 2026 reshapes how those extra dollars work. Higher limits, new ...
With increases to contribution limits for 401(k)s, IRAs, and HSAs this year, savers can set aside more of their money toward ...
The clock is ticking. Starting January 1, 2026, the world of catch-up contributions changes in a big way. Thanks to SECURE 2.0 and the IRS’s final regulations, higher-earning participants who want to ...
Here’s a look at key changes to help you evaluate your tax strategy with the goal of fully optimizing your retirement plan.
On Sept. 15, 2025, the Department of Treasury and the Internal Revenue Service released final regulations implementing the SECURE 2.0 Act’s catch-up contribution provisions, generally effective for ...
Workers over 50 who earn more than $145,000 will face new restrictions on 401(k) catch-up contributions starting in 2026, ...
If you are reviewing your retirement savings for 2026, there are changes set for 401(k)s that you should be aware of. The changes include updates for contribution limits, as well as a change that ...
Matthew Richardson, SMSF manager for Accurium, said in a webinar in December that  catch-up concessional contributions are ...
Discover the significant retirement changes coming in 2026, including increased 401(k) contribution limits and updated Social Security rules affecting both high and low earners. Prepare your ...
The Elective Deferral Limit is the maximum contribution that can be made on a pre-tax basis to a 401(k) or 403(b) plan (Internal Revenue Code section 402(g)(1)). Some still refer to this as the $7,000 ...