2026 401(k) Contribution Limits Explained| Catch-up| Super Catch-up| New Roth Rule
Автор: 401(k) & Beyond with Marie
Загружено: 2026-01-10
Просмотров: 29
There are big retirement savings changes in 2026 — and you need to know how they affect you.
In this video, I break down the 2026 retirement plan deferral limits, explain catch-up contributions, the super catch-up for ages 60–63, and the new Roth-only catch-up rule for high earners under the SECURE 2.0 Act.
Whether you’re in your 40s, 50s, 60s, or planning ahead for retirement, understanding these changes could make a big difference in how much you’re able to save — and how much you’ll owe in taxes.
In this video, you’ll learn:
✔️ The 2026 401(k) and 403(b) deferral limits
✔️ What catch-up contributions are and who qualifies
✔️ How the super catch-up (ages 60–63) works
✔️ What changed under the SECURE 2.0 Act
✔️ Why high earners must make catch-up contributions as Roth starting in 2026
✔️ How these changes may impact your tax planning
💡 Important: This video is for educational purposes only. Always consult a financial or tax professional for advice specific to your situation.
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