Catch-Up Contributions in 2026: What Investors Age 50+ Need to Know

If you’re an investor age 50 or older planning to make “catch-up” contributions to a retirement plan, 2026 brings several important changes to understand. These include updated contribution limits and a new mandatory Roth catch-up rule for high-income earners that could affect both your taxes and your take-home pay.

Corporate Sponsored 40..., Mid Career Professional, Pre-Retiree, Retirement PlanningErin Campbell, CPA/PFS, CFP®February 12, 2026401k, financial planning, Retirement Planning, Retirement Plans, 403B, 457, tax planning