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The regular contribution limit for 401(k ... The SECURE 2.0 Act initially set the Roth requirement for catch-up contributions by high-income earners to take effect in 2024. However, its ...

There are limits as to how much you can contribute and for income thresholds for individual retirement accounts. For 2024 and 2025, you can contribute $7,000.

Big savers can use after-tax 401(k) contributions to kickstart tax-free retirement savings. Here’s what investors need to know.

The 401 (k) contribution limit increased from $23,000 in 2024 to $23,500 in 2025. The catch-up contribution limit remained at $7,500 for 2024 and 2025. As of 2025, individuals ages 60 to 63 will be able to make even higher catch-up contributions in employer plans, equal to 150% of the catch-up contribution limit for individuals age 50 and older.

Key Points ・The IRS has raised 2026 HSA contribution limits by $100 for individuals and $200 for families. ・To qualify, you must be enrolled in a high-deductible health plan (HDHP) meeting updated deductible and out-of-pocket thresholds.

While the official IRS announcement will come later this year, the contribution limit for retirement accounts will likely increase from $23,500 to $24,500 in 2026, according to a new Milliman report.

Robo-advisors are going beyond the typical welcome bonus for new account holders — you can now earn a match on your IRA contributions up to 3%. On a one-time contribution of $5,000, for example, a 3% match would mean an extra $150 into your account.

If we only had Social Security to rely upon, we would be in a lot of trouble. It’s a broken system built on flawed logic and has been rightly described as a Ponzi scheme. That’s where you need to bring in more investors so you can use their contributions to pay earlier participants.

After retirement, most people see their annual income drop, and that's one of the things that makes an IRA so attractive.

As a 30-something, rebuilding your life post-divorce can feel daunting, especially if there are a couple of kids involved. However, if you’ve moved back in with your parents and you’re starting with no debt and a steady monthly savings goal of $3,500, you’re in an incredibly strong position.

Our Employee Benefits & Executive Compensation Group discusses what plan sponsors and fiduciaries need to know about the Internal Revenue