Business Intelligence | From W.D. Strategies on MSN

The $150K Roth trap: Why high earners face new taxes on catch-up contributions

Picture this. You've worked hard to build your career, you're finally earning a six-figure salary, and you're trying to max ...
Morningstar

As a Higher Earner, Should You Still Make Catch-Up Contributions to Your 401(k)?

Since 2002, retirement savers age 50 and over have had the option of making “catch-up” contributions to their 401(k) plans, which are over and above the regular limits for employee contributions to ...
Hosted on MSN

Best Practices & Procedures for Roth Catch-Up Contributions

The SECURE 2.0 Act requires that participants whose prior-year FICA wages exceed $145,000 must have their age-based catch-up contributions treated as Roth Broadcast Retirement Network's Jeffrey Snyder ...
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 ...