IRS guidance addresses SECURE 2.0’s catch-up contribution dilemma
BMT Office Administration
SEPTEMBER 1, 2023
31, 2025: Catch-up contributions will be treated as satisfying the Roth, after-tax requirement, even if employees’ contributions aren’t designated as Roth contributions. And then there’s the teeny, tiny glitch of Congress dropping the section of the tax code allowing any catch-up contributions.
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