A new federal rule set to take effect January 1, 2026, will require certain high-income workers to make catch-up ...

The year is already rapidly coming to a close, making it peak season for assessing (and, in many cases, reassessing) contribution options related to retirement savings accounts. A major factor worth ...

Catch-up contributions allow workers aged 50 and older to save extra money into their retirement accounts in addition to the ...

Beginning in 2026, high-income workers 50+ must direct 401(k) catch-up contributions to Roth accounts under SECURE 2.0, ...

Catch-up contributions allow people aged 50 and up to contribute more to their workplace retirement accounts. For 2025, the ...

Some older Americans will see a change in how they can make 401(k) catch-up contributions next year. Is there a catch?

The IRS issued new regulations last month to implement a provision of a 2022 law known as the SECURE 2.0 Act, which requires ...

Under the SECURE 2.0 Act, employees between the ages of 60 and 63 will be allowed to make ‘super catch-up’ contributions to ...

The SECURE 2.0 Act is built on original 2019 legislation and includes more than 90 provisions designed to expand retirement ...

Retirement planning is critical in 2025 and 2026. Maximize 401(k) contributions for secure retirement. Understanding the golden 401(k) rule can help you save more. IRS limits, catch-up provisions, and ...

You still have up to two income years to take advantage of pretax catch-ups. If you’re in a high tax bracket, making those ...