Skip to main content
Jeff Martin Financial and Insurance Services
Home
About
Services
Testimonials
401(k) Rollover Guide
3 Bucket Guide
FAQ- FIA
Secure your future today
Roth Catch-Up Rule: Are You Affected in 2026?
If you’re 50+ and earned $145,000+ last year, your 2026 catch-up contributions may need to be
Roth
. We’ll model your
after-tax vs pre-tax
outcomes and craft a plan for your payroll and taxes.
Book 15-Minute Consult
Download the 2-page Checklist (PDF)