JD Supra

No Delay in Effective Date and Other Key Takeaways from the IRS’ Final Catch-Up Regulations

On September 16, 2025, the Internal Revenue Service (IRS) issued final regulations to reflect statutory changes under Section ...
SmartAsset on MSN

This Roth IRA Rollover Bill Could Transform How You Save for Retirement

Workers with their own personal Roth IRAs would be able to roll those accounts into a workplace Roth 401(k) and some similar ...
JD Supra

Cost-of-Living Adjustment (COLA) › 457(b) Plans › 403(b) Plans

The Internal Revenue Service released the cost-of-living adjusted qualified retirement plan and welfare plan limitations effective January 1, 2025. For ease of ...
Morningstar

I'm 51 and didn't adjust my 403(b) and 457(b) contributions to max them out. What can I do before year's end?

I turned 51 years old six months ago and forgot to adjust my employer retirement account settings to max out my contributions this year. As a result, I contributed $23,000 to my 403(b) and $23,000 to ...