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January 15, 2026
Two SECURE 2.0 rules are reshaping how clients over 50 save in 2026. One forces higher earners’ catch-up contributions into Roth accounts. The other lets savers aged 60 to 63 contribute more than anyone else. They interact, and clients are confused. Here’s what new planners need to know. 2026 contribution limits AccountBase limitCatch-up, age 50+Catch-up,...
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