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Contribution Limits

Annual Dollar Thresholds for Qualified Plans

The table below outlines the current IRS contribution limits that apply to qualified retirement plans.

Please note: This information is provided for general reference and should not be considered a substitute for personalized tax advice. We strongly recommend consulting with a qualified tax advisor before making any contribution decisions.

Description

IRA Contribution Limit

IRA Catch Up (50+ Years Old)

401(K) Deferral

Catch Up (50+ Years Old)

Catch Up (60-63 Years Old)

Section 415 Limit

Defined Benefit Limit

Compensation Limit

SIMPLE Maximum Contributions

SIMPLE Catch Up Contributions

HCE Comp Limit

Key Employee Officer

Max Social Security Taxable Earnings

Income Threshold For Roth Catch-Up

2025

$7,000

$1,000

$23,500

$7,500

$11,250

$70,000

$280,000

$350,000

$16,500

$3,500

$160,000

$230,000

$176,100

N/A

2026

$7,500

$1,100

$24,500

$8,000

$11,250

$72,000

$290,000

$360,000

$17,000

$4,000

$160,000

$235,000

$184,500

$150,000