2026 401(k) Catch-Up Contributions and the Quorum Clause

Starting in 2026, those with significant prior year W-2 incomes must make catch-up contributions to 401(k)s and other workplace retirement plans as Roth contributions.  Mandatory Roth catch-up contributions deny many workers 50 and older a valuable tax deduction.  The new rule originates with SECURE 2.0, a component of the Omnibus bill passed in December 2022. […]