Reference data

2026 and 2025 Retirement Contribution Limits

For 2026 you can defer up to $24,500 into a 401(k), 403(b) or governmental 457(b) — plus an $8,000 catch-up at age 50+, or a $11,250 "super catch-up" at ages 60–63. The IRA and Roth IRA limit rises to $7,500 ($8,600 with the 50+ catch-up).

Below are the full 2026 and 2025 limits — workplace plans, IRAs, the Roth income phase-outs, traditional-IRA deduction limits and SEP/SIMPLE — with the SECURE 2.0 changes built in.

Updated June 20, 2026 Sources: IRS IR-2025-111 (2026 limits), IRS COLA limits

Workplace plans — 401(k), 403(b), 457(b)

These limits cover your own elective deferrals. Your employer's match is on top, up to a much higher combined cap (the Section 415(c) limit).

Limit20262025
Employee deferral (401k/403b/457)$24,500$23,500
Catch-up, age 50+$8,000$7,500
Super catch-up, ages 60–63$11,250$11,250
Total additions incl. employer (415c)$72,000$70,000
Highly compensated employee threshold$160,000$160,000
Workplace retirement plan limits

IRA and Roth IRA limits

The IRA limit is a combined cap across all your traditional and Roth IRAs — not per account.

Limit20262025
Contribution, under 50$7,500$7,000
Catch-up, age 50+$1,100$1,000
Total at age 50+$8,600$8,000
IRA / Roth IRA contribution limits

Roth IRA income limits (MAGI phase-out)

Your ability to contribute to a Roth IRA phases out across these modified-AGI ranges. Below the bottom you can contribute the full amount; above the top you cannot contribute directly (a backdoor Roth is the usual workaround).

Filing status20262025
Single / head of household$153,000 – $168,000$150,000 – $165,000
Married filing jointly$242,000 – $252,000$236,000 – $246,000
Married filing separately$0 – $10,000$0 – $10,000
Roth IRA contribution phase-out (modified AGI)

Traditional IRA deduction phase-out

Anyone with earned income can contribute to a traditional IRA, but the deduction phases out at these MAGI ranges if you (or your spouse) are covered by a workplace plan. With no workplace plan, the full deduction is always available.

Filing status20262025
Single / head of household$81,000 – $91,000$79,000 – $89,000
Married filing jointly (you are covered)$129,000 – $149,000$126,000 – $146,000
Married filing jointly (only spouse covered)$242,000 – $252,000$236,000 – $246,000
Traditional IRA deduction phase-out when covered by a workplace plan

SEP-IRA and SIMPLE IRA (self-employed & small business)

The SEP-IRA cap is the lesser of 25% of compensation or the figure below. SIMPLE IRAs have their own lower deferral limit, and a special ages 60–63 catch-up of $5,250 for 2026.

Plan20262025
SEP-IRA maximum$72,000$70,000
SIMPLE IRA deferral$17,000$16,500
SIMPLE catch-up, age 50+$4,000$3,500
Self-employed and small-business plan limits

The SECURE 2.0 super catch-up (ages 60–63)

Starting in 2025, savers aged 60 to 63 get a larger workplace-plan catch-up — $11,250 instead of the regular $8,000. It applies only in those four years; at 64 you revert to the standard catch-up.

So a 61-year-old can defer $35,750 into a 401(k) in 2026 ($24,500 + $11,250) — before any employer match. Run your projection with the 401(k) calculator.

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Common questions
What is the 2026 401(k) contribution limit?

For 2026 you can defer $24,500 of your own pay into a 401(k), 403(b) or 457(b). Add an $8,000 catch-up at age 50+, or an $11,250 super catch-up at ages 60–63. Employer matches are separate.

What is the 2026 IRA contribution limit?

The 2026 IRA limit is $7,500, or $8,600 if you are 50 or older (a $1,100 catch-up). This is a combined cap across all your traditional and Roth IRAs, not per account.

What are the 2026 Roth IRA income limits?

For 2026 the ability to contribute phases out between $153,000 and $168,000 of modified AGI for single filers, and between $242,000 and $252,000 for married filing jointly. Above the top, you cannot contribute directly.

What is the super catch-up contribution?

A SECURE 2.0 rule lets workers aged 60 to 63 make a larger 401(k) catch-up — $11,250 for 2026 instead of $8,000. It applies only during those four years, then reverts to the standard catch-up at 64.

Can I contribute to both a 401(k) and an IRA?

Yes. The 401(k) and IRA limits are separate, so in 2026 you could defer $24,500 to a 401(k) and still put $7,500 in an IRA. IRA deductibility may phase out at higher incomes if you have a workplace plan.

What is the total 401(k) limit including employer match?

The combined employee-plus-employer cap (Section 415(c)) is $72,000 for 2026, or $80,000 once you add the $8,000 age-50 catch-up. The $24,500 figure is the employee-deferral portion only.

Can I contribute to a Roth IRA if I earn too much?

Not directly. Above the income limit, many savers use a backdoor Roth — contributing to a nondeductible traditional IRA and then converting it to Roth. The contribution limits and a conversion calculator can help you plan.