AbraCalc

First Year of Catch-Up Contributions at 52

Workers in their early 50s who are newly eligible for catch-up contributions should start taking full advantage of the higher limits immediately.

Embed this tool on your site

How to use this tool

  1. Select your retirement plan type.
  2. Enter your age — catch-up eligibility starts the year you turn 50.
  3. Read your total limit, base limit, and catch-up amount.
  4. Use the figure to set your payroll deferral for the year.

Becoming eligible at 50 but starting catch-up contributions at 52 still leaves roughly 13 years to benefit from the higher annual limits.

Frequently asked questions

What is a catch-up contribution?
It is extra money savers age 50 and older can contribute to a retirement plan above the standard annual limit — $7,500 for a 401(k) in 2024, $1,000 for an IRA.
When can I start making catch-up contributions?
In the calendar year you turn 50. You qualify for the whole year even if your 50th birthday is in December.
Does the catch-up apply to both 401(k) and IRA?
Yes, but separately. You can add the 401(k) catch-up to your workplace plan and the IRA catch-up to your IRA in the same year.
Are these the current limits?
These are the 2024 figures. Limits are indexed for inflation and SECURE 2.0 adds an enhanced catch-up for ages 60–63 from 2025, so check the latest IRS numbers each year.