Final Regulations for Catch-up Contributinos

The IRS issued final regulations on September 15 addressing the new Roth IRA catch-up contribution rule enacted as part of the SECURE 2.0 Act in December 2022. These final regulations generally follow the proposed regulations issued in January 2025, with some changes made in response to comments the IRS received. The new rule generally requiresRead more about Final Regulations for Catch-up Contributinos[…]