Calcufast
Back to blog
United States

401(k) catch-up 2026: age 62, $30,000 YTD → $5,750 left

2026 401(k) catch-up is $8,000 at ages 50–59 and 64+, or $11,250 at ages 60–63 (SECURE 2.0) on the $24,500 base. Age 62 with $30,000 already deferred has $5,750 left of a $35,750 total.

Calcufast Team
9 min

The regular employee elective deferral for a 401(k), 403(b), or most 457(b) plans is $24,500 in 2026. If you are 50 or older and the plan allows catch-up, you can add more:

  • Ages 50–59 and 64+: $8,000 extra (total $32,500)
  • Ages 60–63: $11,250 extra if the plan has the SECURE 2.0 higher catch-up (total $35,750)

Age 62, $30,000 already deferred: room left $5,750.

Run the 401(k) catch-up calculator →

Only if the plan allows it

Catch-up is optional for the plan. Ages 60–63 do not automatically get $11,250. Employer match does not use this extra. Estimate, not tax advice. See 401(k) contribution limits.

Direct answer: $30,000 at 62 → $5,750

  1. Base = $24,500
  2. Enhanced catch-up = $11,250
  3. Total limit = $35,750
  4. Room = $35,750 − $30,000 = $5,750
Catch-up total, 2026

base = $24,500 catch-up = $0 if age < 50; $8,000 if 50–59 or 64+; $11,250 if 60–63 total = base + catch-up remaining = max(0, total − YTD)

Checks you can re-run

AgeYTDCatch-upTotal limitRemaining
45$11,000$0$24,500$13,500
55$0$8,000$32,500$32,500
62$20,000$11,250$35,750$15,750
62$30,000$11,250$35,750$5,750
52$33,000$8,000$32,500$0 (excess $500)
64$0$8,000$32,500$32,500

Age 64 drops back to the $8,000 catch-up. The higher $11,250 band is only 60 through 63.

Under 50, this page is the same remaining-room math as 401(k) deferral limit. IRA catch-up is a different dollar: IRA uses $8,600 at 50+, not $32,500.

What this is not

  • Not the $72,000 annual-additions cap (employee + employer).
  • Not an IRA.
  • Not a loan or an early withdrawal.

Only if the plan offers the SECURE 2.0 enhanced catch-up. The engine assumes it does when you enter age 60–63.

No. Match sits on the combined annual-additions limit, not on this elective-deferral total.

Yes. The $24,500 plus catch-up is combined across Roth and traditional deferrals.

Related calculators

Put into practice what you've learned with our free calculators.

Browse calculators