New IRS rules require high earners to make Roth catch-up contributions. Learn who’s affected and how it could impact your ...

Editor’s note: "The Rule of 55" is part eight of an ongoing series focused on how to retire early and the FIRE (Financial Independence, Retire Early) movement. Part One is How to Retire Early in Six ...

For those of you who may be interested in retiring early, today's guest says there is a little known provision in the IRS ...

A new rule issued by the IRS will alter how higher-income Americans approaching retirement can save in their 401(k) and other tax-deferred workplace retirement plans. The regulation comes from the ...

Looking to make catch-up contributions now that you’re finally earning a good wage? There’s a new income test on the horizon.

The IRS really means it this time when they say that high earners will have to start paying tax soon on their catch-up 401(k) contributions and then deposit them into workplace Roth accounts. Sort of.

Catch-up contributions allow people aged 50 and up to contribute more to their workplace retirement accounts. For 2025, the ...