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Glossary

Catch-Up Contribution

Definition

A catch-up contribution is an extra amount, above the normal annual limit, that people age 50 and older are allowed to contribute to retirement accounts such as 401(k)s and IRAs.

Congress created catch-ups to let late starters accelerate saving in the highest-earning years. The catch-up amounts are set separately for employer plans and IRAs and are adjusted over time; SECURE 2.0 added an enhanced catch-up window for savers in their early sixties and new rules routing some high earners' catch-ups into Roth accounts.

Why it matters in practice

The fifties and early sixties are often the decade when mortgages shrink and children launch, freeing cash flow exactly when catch-up room opens. A worker who fills both the regular and catch-up limits for the final fifteen working years can add a meaningful fraction of a retirement on its own.

Related terms: 401(k) · IRA (Individual Retirement Account) · SECURE 2.0 · Roth IRA · Compound Interest

Glossary definitions are educational and general. They are not investment, legal or tax advice, individual circumstances vary, and simplified definitions necessarily omit edge cases. Figures, limits and rules cited change over time — confirm current rules before acting. Aduna Capital LLC is a California DFPI-registered investment adviser (CRD #311270). Aduna Capital LLC is not affiliated with, endorsed by, or sponsored by CalSavers, the California State Treasurer's Office, CalPERS, CalSTRS, or any other retirement system, employer or school district named on this page.