What You Need To Know About 2026 401(k) Catch-Up Contributions

(k) cathc up contributions. Ignoring these changes could get you in trouble with the IRS or cause a suprise tax bill.

3 Tax-Planning Numbers All Employees Should Know In 2026

January is an ideal time to do tax planning for income in 2026. Where to begin? Start with these numbers related to ...
New York Post

IRS revamps popular tax break for 401(k) contributions— and change could raise your tax bill

A popular tax break for workers nearing retirement age allowing them to make extra catch-up contributions is changing next year, which will limit access to some high earners. The IRS issued new ...
JD Supra

Get Ready for a Major Change in the Tax Treatment of 401(k) Catch-Up Contributions

SECURE Act 2.0 introduces new rules applicable to 401(k) plan catch-up contributions that will take effect in 2026. This Alert provides a brief explanation of catch-up contributions and actions which ...
JD Supra

An Employer's Practical Guide to 401(k) Plan Catch-Up Contribution Changes for 2026

Participants who are not High Earners in the prior year can continue to make pre-tax or Roth catch-up contributions, as permitted by the plan. Determining the $145,000 Threshold The threshold is ...