Capitalist Investor
Capitalist Investor
Strategic Wealth Partners
Losing Your 401(k) Tax Break: What You Need to Know for 2026
16 minutes Posted Oct 2, 2025 at 5:00 am.
0:00
16:00
Download MP3
Show notes
Big changes are coming to retirement planning—and they may hit you sooner than you think. In this week’s episode of The Capitalist Investor, Tony and Derek break down new rules that eliminate a key 401(k) tax break for employees over age 50 making more than $150,000 Congress is now forcing these catch-up contributions into Roth accounts, removing the upfront tax deduction many workers rely on. While this may sound like bad news, Tony and Derek explain why having a Roth “bucket” might actuall...