First Steps Toward Rothification: the Roth Catch-up Requirement for High Earners

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First Steps Toward Rothification: the Roth Catch-up Requirement for High Earners
Belfint Lyons Shuman

[Guidance Overview]
Feb. 27, 2025

"$145,000 wage threshold ... All Roth contributions count ... Deemed elections or automatic discontinuance ... Reclassifications to Roth catch-up due to exceeded limit ... Rothification complications: short-term revenue, long-term loss." MORE >>

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