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Old 02-04-2015 | 05:36 PM
  #119  
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APC225
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Originally Posted by baseball
If you do that, do you run the risk of shorting yourself B fund contributions?

I understand that if you max it all out by Oct 1, there may not be room under IRS rules to receive the company's B fund contributions in the fourth quarter.

As a technique, I only put in 7% from Jan to Sept, and then I take a look at it in October and see what needs to be done.

Just food for thought.....
That's a good thing to think about. Fortunately, if we do exceed the IRS limit, the company contributions don't stop, but they flow over into the Retiree Health Account / VEBA. For me, I'd like to get as much in there as I can, if I ever make that much to cause a flow over.
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