Learn how recent tax updates and 401(k) changes under President Trump's second term might affect your retirement savings and what steps you can take next.

New IRS rule affects high-income earners making 401k catch-up contributions. Workers earning $150,000+ must now use Roth accounts, losing tax deductions.

The IRS released the cost-of-living adjustments for qualified defined contribution plans for the 2026 tax year (IRS Notice 2025-67). The following chart summarizes the key increases applicable to ...

It's not a complicated strategy, but you may need to plan ahead.

On November 13, 2025, the IRS announced in Notice 2025-67 cost-of-living adjustments to the tax-qualified retirement plan dollar limits for 2026. Most of the applicable dollar limits currently ...

The Internal Revenue Service released a notice on Thursday detailing the 2025 required amendments list for individually designed qualified retirement plans and 403(b) plans. The annual notice ...

Americans will be allowed to contribute more of their money to 401(k) and similar retirement saving plans next year. The IRS said Thursday the maximum contribution that an individual can make in 2026 ...

A 401(k) can really boost your retirement savings. According to a new study, people who save for retirement with a 401(k) ...