401k Rollover Tax http://401krollovertax.com 401K Plans Fri, 12 Mar 2010 18:28:22 +0000 http://wordpress.org/?v=2.9.2 en hourly 1 Contribution limits for 401K and 403B combined – for two incomes family? http://401krollovertax.com/contribution-limits-for-401k-and-403b-combined-for-two-incomes-family http://401krollovertax.com/contribution-limits-for-401k-and-403b-combined-for-two-incomes-family#comments Fri, 12 Mar 2010 18:28:22 +0000 Editor http://401krollovertax.com/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.

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]]> http://401krollovertax.com/contribution-limits-for-401k-and-403b-combined-for-two-incomes-family/feed 2 Will I need to claim my 401k rollover on taxes this year? http://401krollovertax.com/will-i-need-to-claim-my-401k-rollover-on-taxes-this-year http://401krollovertax.com/will-i-need-to-claim-my-401k-rollover-on-taxes-this-year#comments Fri, 12 Mar 2010 11:00:32 +0000 Editor http://401krollovertax.com/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.

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]]> http://401krollovertax.com/iras-401s-other-retirement-plans-taking-your-money-out/feed 5 Employer limits 401K contrubition to 17% – How can I max out to $15K this year? http://401krollovertax.com/employer-limits-401k-contrubition-to-17-how-can-i-max-out-to-15k-this-year http://401krollovertax.com/employer-limits-401k-contrubition-to-17-how-can-i-max-out-to-15k-this-year#comments Fri, 12 Mar 2010 01:20:50 +0000 Editor http://401krollovertax.com/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?

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]]> http://401krollovertax.com/employer-limits-401k-contrubition-to-17-how-can-i-max-out-to-15k-this-year/feed 7 401K Contribution? http://401krollovertax.com/401k-contribution http://401krollovertax.com/401k-contribution#comments Fri, 12 Mar 2010 01:20:49 +0000 Editor http://401krollovertax.com/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.

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]]> http://401krollovertax.com/401k-contribution/feed 8 tax on 401k rollover? http://401krollovertax.com/tax-on-401k-rollover http://401krollovertax.com/tax-on-401k-rollover#comments Thu, 11 Mar 2010 15:38:05 +0000 Editor http://401krollovertax.com/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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