Individuals who are age 50 or older will soon have new opportunities to save more for retirement. The SECURE 2.0 Act brings ...

The SECURE 2.0 Act introduced a new provision known as the “super catch-up” for individuals aged 60 to 63. It allows them to ...

With the IRS raising the 401(k) employee deferral limit to $24,500 for 2026, up from $23,500 in 2025, a $1,000 increase deserves more than a shrug. Two other limit changes this year deserve far more ...

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

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 ...

Since the start of 2025, clients in their early 60s can invest more than ever in their 401(k)s. But many advisors say this new contribution maximum, known as the “super catch-up,” comes with a few ...

Higher contribution limits mean you can grow your retirement nest egg faster. Here's how to save the right way and the top ...

High earners are prioritzing HSA contributions, and you might want to join them. Here's why these accounts are gaining ...

For years, the 401(k) catch-up contribution gave workers over 50 a straightforward way to lower their tax bill while padding their retirement savings. That arrangement changed on January 1, 2026, when ...

The IRS is changing how Americans can make catch-up contributions to their workplace retirement accounts, which could have significant implications for retirement planning and budgeting. A new rule ...

Last year, the IRS issued final regulations related to limits set by the SECURE 2.0 Act to pre-tax contributions that employees aged 50 or older can add to their 401(k) plan as of January 1 this year.

Head’s up, retirement savers: A new rule is kicking in this year. Starting in 2026, as per the Secure 2.0 Act of 2022, Section 603, catch-up contributions must go into a Roth account for workers ...