Big Changes for Pension Catch-up Contributions

deepdive.

deepdive.
Big Changes for Pension Catch-up Contributions
Feb 12, 2026 Season 2 Episode 19
CountingWorks PRO Marketing Team

2025 brought significant changes to pension contributions by introducing an additional catch-up amount for taxpayers aged 60 through 63, followed in 2026 with a requirement that catch-up contributions for higher income taxpayers mandatorily be Roth contributions.