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Retirement Planning
Chapter 10: 403(b) & 457 Plans/CONTRIBUTIONS TO 403(b) PLANS (1 of 2)
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Chapter 10: 403(b) & 457 Plans

CONTRIBUTIONS TO 403(b) PLANS (1 of 2)

01.Core Concepts

• Employee Elective Deferrals • Pre-tax or Roth contributions permitted • Subject to payroll taxes • Limited to $23,500 per year for 2025 • Combined limit with other CODA plans • Employee Catch-Up Contributions • Age 50 and over: $7,500 for 2025 • Increased to $11,250 (for 2025) if age 60-63 • Special 15-year catch-up • Beginning in 2026, if wages exceed $145,000 (in 2025), catch-up contributions must be Roth  DELAYED from 2024 by IRS Notice 2023-62 • After-tax Contributions