Catch-Up Contributions
$11,250 Extra at 60–63. Or Zero. Here's How to Tell.
An 8-page guide to the four trapdoors that decide whether the SECURE 2.0 super catch-up actually applies to you in 2026 — plus the per-paycheck math when you pass the gates.
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8 pages · PDF · ~3 min to skim
Inside the guide
A thoroughly researched,
concise reference.
Sourced to IRS, SSA, and Treasury publications. Educational content, not financial advice.
The four trapdoors that quietly nullify the rule — plan adoption, the mandatory-Roth wage threshold, the December 31 age rule, and the "I'll use it all later" mistake.
The four-question decision tree — age check → plan-adoption check → mandatory-Roth check → per-paycheck math, in the order you actually need them.
The recovery sequence if you're blocked — what to ask HR, the plan-amendment deadline, and the alternatives that preserve compounding while you wait.
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Educational content, not financial advice. By submitting, you agree to our Privacy Policy.