Mar 13, 2025

Tax-Deferred Annuity (TDA) Increased Maximums for Those Aged 60-63

The Secure Act 2.0 increased the catch-up contribution limit for those participating in the tax-deferred annuity (TDA) plans for those who are turning 60-63 in 2025. The catch-up amount is referred to as a ‘super catch-up’. This catch-up limit is $3,750 in addition to the contribution limit of $31,000 to make the total contribution limit for those ages 60-63 $34,750. If you’d like to enrolled in, or change, your TDA amount, you can do so through UNI Works. Please see the following Job Aid for instructions.