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Retirement

IRA Limits 2025 2026
IRA – Traditional or Roth
(income limits apply)		 $7000 ($8000 for those age 50 and older) $7500 ($8600 for those age 50 and older)
SEP IRA Limits 2025 2026
Employee 0 0
Employer Up to 25% of W-2 wages for all eligible employees, $70,000 max Up to 25% of W-2 wages for all eligible employees, $72,000 max
Self-Employed 25% of (net self-employment income minus SE tax), $70,000 max 25% of (net self-employment income minus SE tax), $72,000 max
Simple IRA 2025 2026
Employee $16,500 ($20,000 for those age 50-59 or older than 64, $21,750 for those age 60 to 63)

*$17,600 for businesses with 25 or less employees ($21,450 for those age 50 or older)

 $17,000 ($21,000 for those age 50-59 or older than 64, $22,250 for those age 60 to 63)

*$18,100 for businesses with 25 or less employees ($21,950 for those age 50 or older)
Employer Option 1: match employee contributions up to 3% of gross wages (can be reduced as low as 1% in 2 out of 5 years);
or
Option 2: 2% of wages for all employees, $350,000 max		 Option 1: match employee contributions up to 3% of gross wages (can be reduced as low as 1% in 2 out of 5 years);
or
Option 2: 2% of wages for all employees, $290,000 max
Self-Employed 100% of self-employment income up to $16,500 ($20,000 for those age 50 or older) PLUS 3% of (remaining self-employment income minus one half of SE tax) 100% of self-employment income up to $17,000 ($21,000 for those age 50 or older) PLUS 3% of (remaining self-employment income minus one half of SE tax)
401-K 2025 2026
Employee $23,500 ($31,000 for those age 50-59 and older than 64, $34,750 for those age 60-63) $24,500 ($32,500 for those age 50-59 and older than 64, $35,750 for those age 60-63)
Employer Up to 25% of W-2 wages. Wages up to $350,000 Up to 25% of W-2 wages. Wages up to $360,000
Employee + Employer combined $70,000 ($77,500 for those age 50-59 and older than 64, $81,250 for those age 60-63) $72,000 ($80,000 for those age 50-59 and older than 64, $83,500 for those age 60-63)
Self Employed 100% of self-employment income up to $23,500 ($31,000 for those 50-59 and older than 64, $34,750 for those age 60-63) PLUS up to 20% of (remaining self-employment income minus one half of SE tax) max $70,000 ($77,500 for those age 50-59 and older than 64, $81,250 for those age 60-63) 100% of self-employment income up to $24,500 ($32,500 for those age 50-59 and older than 64, $36,000 for those age 60-63) PLUS up to 20% of (remaining self-employment income minus one half of SE tax) max $72,000 ($80,000 for those age 50-59 and older than 64, $83,500 for those age 60-63)