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. The IRS needs your help The IRS also stressed it will be issuing more guidance on this section of SECURE. Specifically, until taxable years beginning after Dec.
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