A new age-based provision is scheduled to take effect in 2026 and may apply to individuals ages 60–63. In this short clip, Dan DeVerna, founder of DeVerna & Co. Financial, highlights a recently introduced rule that allows for an additional catch-up contribution beyond the standard 401k deferral amount. This provision is part of broader legislative updates affecting retirement plan contribution limits. This clip is a brief excerpt from our full conversation on 401k contribution changes for 2026.
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