#catch-up-contributions

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#secure-20-act
fromFast Company
1 week ago
Retirement

Here's what the new 401(k) tax-break guidelines may mean for you

SECURE 2.0 eliminates the pre-tax catch-up contribution tax break for workers aged 50+ who earn $145,000 or more starting in 2027.
fromSFGATE
1 month ago
Miscellaneous

IRS Retirement Rules Under SECURE 2.0 Act: 5 Key Takeaways

SECURE 2.0 alters retirement rules for older adults: larger catch-up contributions, Roth treatment for high earners, timing changes, and homeowner planning impacts.
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