Browsing: SECURE 2.0

SECURE 2.0’s super catch-up lets workers aged 60-63 contribute up to $11,250 extra in 2026. Here’s the eligibility checklist advisors need before year-end.

Bipartisan OPTIONS Act introduced April 2026 hints at the SECURE 3.0 framework. Inside the next retirement bill and what advisors should track.

SECURE 2.0’s Roth catch-up rule is enforceable in 2026. Earners above $150K must make catch-ups as Roth. What changes for plans, payroll, contributions.