Higher-income earners must make 401(k) catch-up contributions with after-tax dollars and place them in a Roth account.

Starting in 2026, workers aged 50 and older earning above $145,000–$150,000 will be required to make all 401(k) catch-up ...

Be sure you understand the tax consequences before making the change Cathy Pareto, MBA and CFP®, is the founder and president of Cathy Pareto & Associates Inc. For more than twenty years, Cathy has ...

Adults under 50 may save up to $24,500 in a 401(k) in 2026. Older adults are also eligible to make catch-up contributions.

If you want to roll over money from your 401(k) into a Roth IRA, there’s good news: any employer matching funds in a 401(k) ...

New 401(k) policies impact how high earners contribute to their 401(k) retirement accounts. This "Rothification" may set a ...

Once a Roth IRA meets the five-year rule and age 59½, you can withdraw even if still working. Accessing a 401(k) while ...

A Roth conversion allows you to move funds out of a traditional retirement account and into a Roth. And that could be a smart ...

Here's what you need to know about switching to a Roth 401(k). Roth 401(k) access has become nearly universal, with 95.6% of 401(k) plans offering a Roth contribution option at the end of 2024, ...

ShareBuilder 401k, a pioneer in affordable, all-ETF retirement solutions for small and mid-size businesses including the self ...

You researched the Mega Backdoor Roth, ran the numbers, and got excited. Then you pulled up your 401(k) summary plan ...