Tax Facts

Reminder: Increased Catch-Up Contribution Limit Becomes Effective in 2025

The SECURE Act 2.0 increased the retirement account catch-up limitations for certain taxpayers.  The increased limits become effective starting in 2025.  For taxpayers who are between ages 60 and 63, the expanded catch-up contribution limit will be equal to the greater of (1) $10,000 or...

Tax Facts Premium Tools
Calculators
100+ calculators specifically designed to help you easily assist clients with specific planning situations and calculations.
Practice Guidance
Designed to help you discover new ways for which to build and maintain client relationships.
Concepts Illustrated
Specifically designed to help you easily assist clients with specific planning situations and calculations.
Tax Facts Archives
Access to the entire library of Tax Facts dating back to 2012 allowing you to look up the exact tax figures from prior years.