Business Intelligence | From W.D. Strategies on MSN

The super catch-up: Why ages 60–63 now have a big new savings advantage

There's a brief window in your working life that just got a whole lot more valuable for retirement savings. If you're between 60 and 63, you might have noticed something changed this year.A major ...
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).
When the IRS published its final regulations governing Roth source catch-up contributions in the Federal Register on September 16, the countdown clock started. On January 1, 2026, employees age 50 and ...
2026 brings changes to your 401(k) catch up contributions that you need to know about. Ignoring them could bring IRS hassles or a surprise tax bill. If you are participating in your 401(k) at work, ...
Nearing retirement but not sure whether you have enough saved? While there isn't a time machine that can take you back to when you first started working, rules around 401(k)s and other retirement ...