Impact Financial Planning provided information on the SECURE 2.0 Act and IRS regulations regarding 2026 catch-up contributions.
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A lot of people over 50 still think their 401(k) catch-up is pre-tax. If your 2025 FICA wages from the employer that sponsors your plan were over $150,000, that is gener…
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Impact Financial Planning
- Industry
- Financial Services
- Company size
- 1 employee
About Impact Financial Planning
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor. Member FINRA & SIPC (www.finra.org, www.sipc.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Legal & Regulatory
Impact Financial Planning notes that the minimum required contribution (MRC) for the 2025 plan year is generally due 8½ months after year-end under IRC §430(j) on September 15, 2026 for calendar-year single-employer plans.
Research & Knowledge
Impact Financial Planning published a chart comparing the S&P 500 against the 2-year Treasury yield over the past three months.
Research & Knowledge
Impact Financial Planning published a chart comparing the S&P 500 against the 2-year Treasury yield over the past three months.
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