IRS In Audio

SECURE 2.0 Update: Roth Catch-Up Rules & More


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Episode Title: SECURE 2.0 Update: Roth Catch-Up Rules & More

Description: The IRS and Treasury have released proposed regulations for key SECURE 2.0 Act provisions, including the new Roth catch-up rule for higher earners and increased catch-up limits for certain older workers. We'll break down what you need to know in this short update.

Show Notes:

  • IRS and Treasury release proposed regulations on SECURE 2.0 Act provisions.
  • Focus: Roth catch-up contributions for higher-income earners.
  • Guidance provided for plan administrators on implementing the new rules.
  • Increased catch-up limits for employees aged 60-63 and SIMPLE plan participants.
  • Public comment period open – see Federal Register for details.



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IRS In AudioBy Internal Revenue Service