Left Perspective
• The new rules increase the maximum allowable contributions to retirement plans. The Internal Revenue Service adjusted the contribution caps for 2026 to account for inflation, allowing for greater savings. The limit for 401(k)s and similar plans will increase by $1,000 to $24,500, while the cap for Individual Retirement Accounts (IRAs) will rise by $500 to $7,500.
• Older savers are given additional opportunities to increase their retirement funds. The agency also raised the catch-up contribution limits for individuals aged 50 and older. These savers can now contribute an extra $8,000 to their 401(k)s, a $500 increase, and an additional $1,100 to their IRAs. A separate, unchanged provision allows those aged 60 to 63 to contribute an extra $11,250.
• Eligibility for certain retirement accounts has been broadened. Along with contribution caps, the IRS updated the income phaseout ranges that determine who can contribute directly to a Roth IRA. For 2026, the income range for single filers is now $153,000 to $168,000, and for married couples, it is $242,000 to $252,000, expanding eligibility.
