Young and the Invested on MSN

2026 is here: Here are the changes to catch-up contributions

And recently, the rules were changed to introduce "super" catch-up contributions, which allow an even smaller older age group ...
JD Supra

Time to Catch-Up (Again!) – IRS Finalizes Catch-Up Regulations

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 ...
The Daily Overview on MSN

Catch-up contributions in 2026 could be different, plan this now

Catch-up contributions have always been a powerful way for people in their 50s and early 60s to turbocharge retirement ...
JD Supra

Roth Catch-Up Regulations: What Plan Providers Must Do Now

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 ...
InvestmentNews

IRS finalizes Roth catch-up contribution rules, clarifies SECURE 2.0 provisions

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 ...