I stand corrected. I did not realize that a 403b was considered "controlled" by the employee. It seems very odd. Here is a good write up that I found while looking into it:
https://www.verrill-law.com/content/upl ... e-12.2.pdf
My wife has a 403b with a university. As far as I know, we've never been made aware of this limit. I know about the regular 415 limit due to my solo 401k.
https://www.verrill-law.com/content/upl ... e-12.2.pdf
My wife has a 403b with a university. As far as I know, we've never been made aware of this limit. I know about the regular 415 limit due to my solo 401k.
Statistics: Posted by vtjon — Sun Apr 07, 2024 2:13 pm — Replies 5 — Views 196