And recently, the rules were changed to introduce "super" catch-up contributions, which allow an even smaller older age group ...
There's a new rule coming to 401(k) catch-up contributions this year that affects higher earners. And it may also have an ...
By the time you reach your 50s, retirement can start to feel uncomfortably close rather than far away. You like the idea of ...
Business Intelligence | From W.D. Strategies on MSN

The 2026 "Super Catch-Up" trap: Why ages 60-63 are in the IRS crosshairs

If you're between ages 60 and 63, the IRS just handed you a gift and a potential headache all wrapped into one. 0 Act lets ...
With increases to contribution limits for 401(k)s, IRAs, and HSAs this year, savers can set aside more of their money toward ...
Recently, the Department of the Treasury and the IRS issued the long-awaited final regulations regarding the provisions of SECURE 2.0 relating to catch-up contributions made by participants in ...
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 ...
The IRS has announced that the amount of tax-favored funds that you can sock away for retirement is increasing. In 2026, the amount most individuals can contribute to their 401(k) plans will tick up ...
Starting January 1, 2026, professionals earning over $145,000 must make catch-up contributions to Roth accounts, ...
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 ...
Matthew Richardson, SMSF manager for Accurium, said in a webinar in December that  catch-up concessional contributions are ...
While falling behind or not remembering to save can be daunting as one gets older, don't panic! There is always still time to ...