IRS Delays Mandatory Roth Catch-Up Rule Until 2026 [Richmond Refreshers]


The IRS announced they are giving employer plans two additional years to comply with the controversial rule requiring that “catch-up contributions” for certain high-paid employees be made on a Roth basis. Learn more from our Senior Financial Advisor, Dan Vredeveld.

This video is designed to provide general information on the subjects covered. It is not, however, intended to provide specific tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Richmond Brothers and its representatives do not give tax advice. You are encouraged to consult your tax advisor. Despite efforts to be accurate and current, this video may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed.

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