jayhbeltz
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Everything posted by jayhbeltz
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EE Voluntary (after tax) Rolled Over
jayhbeltz replied to Mr Bagwell's topic in Relius Administration
Yes, it may be rolled over. Consider converting the rollover to a Roth within the plan since there is tax basis. -
limits SIMPLE IRA and SIMPLE 401k Catchup Limits
jayhbeltz replied to Renier's topic in SEP, SARSEP and SIMPLE Plans
I believe this IRS site is saying that the Simple limits apply: https://www.irs.gov/retirement-plans/choosing-a-retirement-plan-simple-401k-plan