401k Rollover Tax 401K Plans

13Mar/10Off

Contribution limits for 401K and 403B combined – for two incomes family?

If a married couple has seperate 401K and 403B retirement accounts offered by their employers - what are the respective (combined) contribution limits ? Is it $15,500 each or double this amount ?

Thanks.

12Mar/10Off

Will I need to claim my 401k rollover on taxes this year?

I found out that I had money left in my old employers 401k plan, I rolled it into an IRA in Feb of 2009. Should I recieve something for tax season this year? If so will it be from my old employer and what type of a form will it be.

12Mar/10Off

Tax-Deferred Investing: Wealth-Building and Wealth-Transfer Strategies

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12Mar/10Off

Best Practices for 401 Plan Investment Committees

Buy Cheap Best Practices for 401 Plan Investment Committees

12Mar/10Off

IRAs, 401s & Other Retirement Plans: Taking Your Money Out

  • ISBN13: 9781413310313
  • Condition: NEW
  • Notes: Brand New from Publisher. No Remainder Mark.

Buy Cheap IRAs, 401s & Other Retirement Plans: Taking Your Money Out

12Mar/10Off

Employer limits 401K contrubition to 17% – How can I max out to $15K this year?

My employer only allows 17% contrubition to 401K and they do not match anything right now (0%) so I will not reach the $15K limit. Anyway to help me get the max tax deferral of $15K?

12Mar/10Off

401K Contribution?

How much do you have taken out of your check for 401K?
Does the company you work for currently match that contribution? The company I work for will match up to 3% and then and then up to 5% they will contribute 1/2. I just have the 3% held out of my check every week. I'm 26. Should I have more taken out? What should I do?

I'm young and I don't know a lot about this. I figured since I won't be able to retire for about 50 more years that I will be good with the 3% for a while.....Please give me any info you can in lamens terms.
100% match up to 3%
50% on up to 5% is that clearer.....sorry if this is confusing.

11Mar/10Off

tax on 401k rollover?

I started a new job in 2007 and rolled over my old 401k to my new company's plan. I received a tax statement from the old fund manager for the total amount of the rollover. My question is this, do I have to pay tax on this money for 2007? I am under the understanding that as long as it's rolled to a "qualified plan," which it is, then the entire sum is rolled over tax free. Are they just sending me a statement because the account was closed?

Thanks

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