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fromwww.housingwire.com
1 week ago

New limits on retirement benefits for workers 50+

Higher-income workers who earn more than $145,000 must now put their catch-up contributions into a Roth 401(k), meaning that they'll pay taxes now rather than later in retirement. The rules generally apply to contributions beginning in 2027, but some plans can implement them earlier. The $145,000 income threshold is based on prior-year wages and applies separately at each employer. New hires and self-employed workers without W-2 wages are exempt.
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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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