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

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

There's a new rule coming to 401(k) catch-up contributions this year that affects higher earners. And it may also have an ...

In a shift that could spur broader adoption of Roth retirement accounts by both employers and workers, higher-income ...

A new rule is going into effect next year that will affect high earners who make “catch-up contributions” in their 401(k)s or other tax-deferred workplace retirement plans.The rule, which was created ...

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).

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, ...

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 ...