#retirement-tax-policy

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Law
fromFortune
1 week ago

Peter Thiel's $5 billon tax-free account spurred a new 401(k) rule that now impacts high-earning Americans over 50 | Fortune

Higher-earning workers age 50+ must make catch-up retirement contributions as Roth (after-tax) beginning in tax year 2027 if prior-year wages exceeded $145,000.
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