Retirement Catch-Up Contributions

Getting older comes with a lot of disadvantages – joint pain, stiffness, a cranky attitude among others – but it also comes with some perks.

For those of us with access to tax-advantaged retirement accounts, being over the age of 50 unlocks the ability to make additional contributions to those accounts on a pre-tax basis.

What Is a Catch-Up Contribution?

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If you’re 50 years or older, however, you will find that the government wants to help you save for retirement. In order to do so, it’s skewed the rules to your benefit on five important types of accounts.

 These rules allow you to put more money than younger people can into these awesome accounts in the form of a “catch-up contribution.”

For 2023, anyone can put $6,500 into your Individual Retirement Arrangement (IRA), and even if your spouse isn’t working, you can put $6,500 into your spouse’s IRA. 

IRA Catch-Up Contributions

For 2023, your employee contribution to a 401(k) or 403(b) is $22,500 if you are under 50. But once you turn 50, that goes up to $30,000! That’s an extra $7,500. 

401(k)/403(b) Catch-Up Contributions

If you have been at a qualifying employer for at least 15 years, you may put in an additional $3,000 per year into your 403(b) as a catch-up contribution.

Special 403(b) Catch-Up Contribution

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