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Retirement

IRA Limits 2023 2024
IRA – Traditional or Roth
(income limits apply)
$6500 ($7500 for those age 50 and older) $7000 ($8000 for those age 50 and older)
SEP IRA Limits 2023 2024
Employee 0 0
Employer Up to 25% of W-2 wages for all eligible employees, $66,000 max Up to 25% of W-2 wages for all eligible employees, $69,000 max
Self-Employed 25% of (net self-employment income minus SE tax), $66,000 max 25% of (net self-employment income minus SE tax), $69,000 max
Simple IRA 2023 2024
Employee $15,500 ($19,000 for those age 50 or older) $16,000 ($19,500 for those age 50 or older)
Employer Option 1: match employee contributions up to 3% of gross wages (can be reduced as low as 1% in 2 out of 5 years);
or
Option 2: 2% of wages for all employees, $330,000 Max
Option 1: match employee contributions up to 3% of gross wages (can be reduced as low as 1% in 2 out of 5 years);
or
Option 2: 2% of wages for all employees, $345,000 Max
Self-Employed 100% of self-employment income up to $15,500 ($19,000 for those age 50 or older) PLUS 3% of (remaining self-employment income minus one half of SE tax) 100% of self-employment income up to $16,000 ($19,500 for those age 50 or older) PLUS 3% of (remaining self-employment income minus one half of SE tax)
401-K 2023 2024
Employee $22,500 ($30,000 for those age 50 and older) $23,000 ($30,500 for those age 50 and older)
Employer Up to 25% of W-2 wages. Wages up to $330,000 Up to 25% of W-2 wages. Wages up to $345,000
Employee + Employer combined $66,000 ($73,500 for those age 50 and older) $69,000 ($76,500 for those age 50 and older)
Self Employed 100% of self-employment income up to $22,500 ($30,000 for those 50 and older) PLUS up to 20% of (remaining self-employment income minus one half of SE tax) max $66,000 ($73,500 for those age 50 and older) 100% of self-employment income up to $23,000 ($30,500 for those age 50 and older) PLUS up to 20% of (remaining self-employment income minus one half of SE tax) max $69,000 ($76,500 for those age 50 and older)