- Tax Planning
- Investments 1: Before you Invest
- Investments 2: Your Investment Plan
- Investments 3: Securities Market Basics
- Investments 4: Bond Basics
- Investments 5: Stock Basics
- Investments 6: Mutual Fund Basics
- Investments 7: Building Your Portfolio
- Investments 8: Picking Financial Assets
- Investments 9: Portfolio Rebalancing and Reporting
- Retirement 1: Basics
- Retirement 2: Social Security
- Retirement 3: Employer Qualified Plans
- Retirement 4: Individual and Small Business Plans
- Estate Planning Basics
Case Study #3 Answers
A. Contribution limits for the 401(k), Roth 401(k), 403(b), Roth 403(b), and 457 Plan annual contribution limits are:
Year Contribution Limit Catch-Up Contr. 2005 $14,000 $4,000 2006 15,000 5,000 2007 15,500 5,000 2008 15,500 5,000 2009 16,500 5,000
Since Bill is over fifty years old, he could contribute $16,500 plus a $5,000 catch-up contribution in 2009.
B. The company match will have no impact on the amount that Bill can contribute.
