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Personal Investments • What is better choice? save in Traditional Brokerage vs Excess Contribution in 401K

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I would lean toward taxable brokerage over after-tax contributions unless you can roll the after-tax contributions over to a Roth 401k or Roth IRA.

Please double check the 415c maximum contributions in your plan. The IRS $69,000 415c limit does not include your $7,500 catch-up contributions, so the limit for employees 50 and older is actually $76,500. As you stated, your employer matching contributions do count toward the limit.

Statistics: Posted by Affable at 50 — Fri Feb 02, 2024 1:15 am — Replies 3 — Views 209



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