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2026 Contribution Limits: What to Know About 401(k)s, IRAs, and HSAs

2026 Contribution Limits: What to Know About 401(k)s, IRAs, and HSAs

December 22, 2025

Each year, the IRS updates contribution limits for retirement and savings accounts based on cost-of-living adjustments. For 2026, several limits increased, creating additional room for individuals who are actively saving for the future.

Below is a high-level snapshot of key 2026 limits, including applicable catch-up contributions.

IRA Contribution Limits

  • Under age 50: $7,500

  • Age 50 or older: $8,600

    • Includes a $1,100 catch-up contribution

Applies to the combined total of all Traditional and Roth IRAs.

401(k), 403(b), and 457 Plan Limits

  • Elective deferral limit: $24,500

  • Age 50 or older: $32,500

    • Includes an $8,000 catch-up contribution

  • Ages 60–63 (if permitted by the plan): up to $35,750

    • Includes a $11,250 enhanced catch-up

SIMPLE IRA Contribution Limits

  • Under age 50: $17,000

  • Age 50 or older: $21,000

    • Includes a $4,000 catch-up

  • Ages 60–63 (certain plans): up to $22,250

Other Key 2026 Limits

  • Employer defined contribution plan maximum: $72,000

  • SEP IRA limit: Lesser of 25% of compensation or $72,000

  • Defined benefit plan annual benefit limit: $290,000

  • Annual compensation cap: $360,000

  • Highly compensated employee (HCE) threshold: $160,000

  • Key employee threshold: $235,000

  • Social Security taxable wage base: $184,500

  • Coverdell ESA contribution limit: $2,000

This information is for educational purposes only. Darling Wealth Management does not provide tax or legal advice. You are encouraged to consult with a qualified tax professional regarding your specific situation.

Disclosure:
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for individualized tax or legal advice. Please consult a qualified tax or legal advisor regarding your circumstances.