Roth or Bust: The $145K 401(k) Catch-Up Rule Change for 2026
Episode 44 min 4s

Roth or Bust: The $145K 401(k) Catch-Up Rule Change for 2026

Starting in 2026, workers aged 50 and older who earned over $145,000 in the prior year will be required to make their 401(k) catch-up contributions on an after-tax Roth basis (a key tax shift mandated by the SECURE 2.0 Act).

Today's Stocks & Topics: Trane Technologies plc (TT), Circle Internet Group (CRCL), Market Wrap, Roth or Bust: The $145K 401(k) Catch-Up Rule Change for 2026, Schlumberger Limited (SLB), Zebra Technologies Corporation (ZBRA), Alternative Investments, AbbVie Inc. (ABBV), Gold.



Our Sponsors:
* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com
* Check out Cure Hydration and use my code INVEST for a great deal: https://www.curehydration.com
* Check out Quince and use my code INVEST for a great deal: https://www.quince.com
* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com
* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com


Advertising Inquiries: https://redcircle.com/brands

Community discussion