High earners don't need to overhaul their investment strategy, but should revisit their retirement plan to understand how ...

With increases to contribution limits for 401(k)s, IRAs, and HSAs this year, savers can set aside more of their money toward ...

The Internal Revenue Service lets older workers make catch-up contributions to their 401 (k)s to enhance their nest eggs as ...

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).

Starting January 1, 2026, professionals earning over $145,000 must make catch-up contributions to Roth accounts, ...

Seyfarth Synopsis: On September 15, 2025, the Department of the Treasury and the Internal Revenue Service (“IRS”) issued final regulations (“Final Regulations”) implementing key provisions of the ...

A new federal rule set to take effect January 1, 2026, will require certain high-income workers to make catch-up contributions to their workplace retirement plans on an after-tax Roth basis, ...

Living Local 15 host Jessica Williams is joined by Caleb Doane, Vice President of Foster Financial, as Caleb discusses a new rule taking effect in 2026 that will impact the catch-up contributions for ...

The Internal Revenue Service has finalized regulations implementing key provisions of the SECURE 2.0 Act, including new requirements for catch-up contributions in workplace retirement plans. The rules ...

The SECURE 2.0 Act of 2022 (“SECURE Act 2.0”) makes many changes impacting retirement plans. Among the most significant are changes affecting “catch-up” contributions. The IRS recently finalized ...