Tricky Stuff: Roth Catch-Up Contributions? | Colonial Surety Company | Colonial Surety Company
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This new 401(k) catch-up rule could backfire for some older workers
This new 401(k) catch-up rule could backfire for some older workers
4 weeks ago
MSNCatherine Collins
The IRS has released final regulations clarifying the new Roth catch-up contribution rule established by SECURE 2.0. Beginning January 1, 2026, catch-up contributions for employees aged 50 earning more than $145,000 must be Roth. The final regulations contain key implementation details. Make sure your plan is ready to accommodate these changes! Here’s what you need to know: https://hubs.ly/Q03VSHnr0 Investment advice offered by OneDigital Investment Advisors LLC. | OneDigital
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