Figures current as of July 31, 2026 · tax years 2025 and 2026 · IRS Notice 2025-67 and Rev. Proc. 2025-19

Workplace retirement plans

Workplace retirement plan contribution limits
401(k), 403(b), most 457 plans 2025 2026
Employee deferral limit $23,500 $24,500
Catch-up, age 50 and older $7,500 $8,000
Higher catch-up, ages 60 through 63 (replaces the age-50 amount, if your plan offers it) $11,250 $11,250
Maximum you can defer at 50+ (deferral plus catch-up) $31,000 $32,500

Individual retirement accounts

Traditional and Roth IRA contribution limits
Traditional and Roth IRA 2025 2026
Contribution limit $7,000 $7,500
Catch-up, age 50 and older $1,000 $1,100
Maximum at 50+ $8,000 $8,600

You have until the April filing deadline to make a prior-year IRA contribution — April 15, 2026 for tax year 2025. Whether a traditional contribution is deductible depends on your income and whether you’re covered by a plan at work; ask us before you assume it is.

Health savings accounts

Health savings account contribution limits
HSA contributions 2025 2026
Self-only coverage $4,300 $4,400
Family coverage $8,550 $8,750
Catch-up, age 55 and older (set by statute, never indexed) $1,000 $1,000

Your plan has to qualify

You can only contribute to an HSA if you’re covered by a high-deductible health plan that meets both of these tests. A plan with a high deductible is not automatically an HDHP.

High-deductible health plan requirements
HDHP requirement 2025 2026
Minimum deductible — self-only $1,650 $1,700
Minimum deductible — family $3,300 $3,400
Maximum out-of-pocket — self-only $8,300 $8,500
Maximum out-of-pocket — family $16,600 $17,000
The deferral limit is yours, not your plan’s
If you changed jobs mid-year, deferrals to both plans count against one limit. This is the most common over-contribution we see.
Employer contributions count toward the HSA limit
The figures above are totals from all sources. Subtract what your employer puts in before deciding what to add.
Medicare ends HSA eligibility
Once you enroll in any part of Medicare you can no longer contribute, though you can still spend what’s in the account. Talk to us in the year you turn 65.

Source: IRS Notice 2024-80 (2025 retirement plan limits), Notice 2025-67 (2026 retirement plan limits), Rev. Proc. 2024-25 (2025 HSA and HDHP figures), and Rev. Proc. 2025-19 (2026 HSA and HDHP figures). Published for general reference; it is not advice on your specific situation.