Roth Catch-Up Rule Finalized by IRS Under SECURE 2.0

Roth Catch-Up Rule

The Treasury Department and the IRS recently issued final regulations on the Roth catch-up contribution rule, one of the most anticipated provisions under the SECURE 2.0 Act. These changes are designed to reshape how employees, particularly higher earners and those nearing retirement, contribute to their employer-sponsored retirement plans. While the adjustments may look straightforward, the […]

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