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We Allowed a 64-Year-Old to Make an Additional Catch Up Contribution. Now What?
Bricker Graydon Wyatt 
[Guidance Overview] Feb. 18, 2026 "Once an excess deferral exists, the Internal Revenue Code requires that the excess amount, along with all earnings attributable to that excess through December 31, be distributed to the participant no later than April 15 of the following year, which aligns with the participant’s individual tax return deadline. Meeting this April 15 deadline is critical because it determines how the excess will be taxed." MORE >> |
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