Guest dietpepsi Posted August 18, 2004 Report Share Posted August 18, 2004 At the Cincinnati Bar Association conference, Monika Templeman, from the IRS, had the following in her power point presentation regarding IRS audits of 403(b) plans: Ordering rule-employee must use limits in a certain order to apply the age 50 catch up. 1st applies to 402(g) 2nd applies to 15 years of service catch up, if applicable 3rd applies to Age 50 Catch-up, if applicable. I've been staring at this for quite some time (since June) and I'm still not sure what she was trying to say. Anybody might have an idea? Thanks Suzie Link to comment Share on other sites More sharing options...
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