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Reply to "What kind of retirement plan is right for me?"
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[quote=Anonymous][quote=Anonymous]12:04/13:21 - I should say these numbers are approximate, as the calculation includes a few nuances. Page 9 of fidelity's "contribution worksheet" shows the calculation you would use to determine your max. Also - this won't help you for 2013, as I believe it had to be opened by the end of the year. It will help you going forward. First thing to do is apply to the IRS for an FEIN, you can just use your name. Once the FEIN is issued, use that to open the 401k and have your client use that rather than your SS.[/quote] Thanks - yes this would be for my 2014 tax year. Is there any type of "phase out" associated with this? I.e., DH and I file jointly, his income is in the $275 range. Mine would be an additional $40-50K. I should also add that he takes advantage of Catch-up contributions so is currently deferring about $23K per year. [/quote]
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