soccerboy’s Activity

Wed Nov 5

NL

Boards Post

soccerboy replied to the Tax Strategies board. 10:58 AM

Re: Annual limits for defined contribution plans

With some more digging I found this on IRS website:

1. Not included as an annual addition subject to the IRC 415(c) limitation are the following:
A. Catch-up contributions made in accordance with IRC 414(v). See Treas. Reg. [more]

Sat Nov 1

NL

Boards Post

soccerboy replied to the Tax Strategies board. 12:17 PM

Re: Annual limits for defined contribution plans

Sorry I meant Peter....

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Boards Post

soccerboy replied to the Tax Strategies board. 12:02 PM

Re: Annual limits for defined contribution plans

Phil,

Thanks for the quick reply. I was hoping my recollection was that it increased to $57,500 for the catch up. I had looked through the IRS website earlier but couldn't (and still don't) see this $57,500 amount.

Are you saying my [more]

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soccerboy posted to the Tax Strategies board. 8:42 AM

Annual limits for defined contribution plans

I read on the IRS website the maximum combined annual contribtions to all defined contribution plans is $52,000 for 2014. If over age 50,is this subject to the $5,500 "catch up" provision and thereby increases to $57,500?

I thought [more]

Tue Oct 28

NL

Boards Post

soccerboy posted to the Tax Strategies board. 3:25 PM

beneficiary designation

My employer is starting a 401k plan and during a intro meeting a suggestion was made that a family trust should be the primary beneficiary with spouse as secondary.

In asking around everything I see indicates the spouse should be primary [more]

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Boards Stats & Trivia

One star, 50 posts Old School Fool
Board Posts 148
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People who have rec'd these posts 23
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Most Frequent Board Tax Strategies
Very First Post Roth IRA conversion (9/25/1998)
Percentage of Posts Rec'd 10.81 %
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