top of page

Put more in your nest egg

New limits to contributions to retirement accounts in 2013


In 2013, new retirement plan contribution limits mean you get to sock away more of your money for the future.

If you participate in a company-sponsored 401(k), 403(b), government 457(b) or SAR-SEP retirement plan, you will be able to contribute $17,500 in 2013, up from $17,000. Anyone age 50 or more can make additional catch-up contributions of $5,500 for a total of $23,000.



The new SIMPLE IRA and self-employed 401(k) contribution limit is $12,000, an increase of $500. Catch-up contribution limits for those 50 and older remain at $2,500.



Annual traditional IRA limits have also increased $500 to $5,500. Account holders age 50 or more can pump in an additional $1,000 in catch-up contributions. Note that contribution deductibility may be limited if you or your spouse is covered by an employer plan.



Both contribution and qualification limits have increased for the Roth IRA. Individuals with a modified adjusted gross income (MAGI) of $112,000 (up from $110,000) can now contribute $5,500 to a Roth account (up from $5,000). The same new contribution limit also applies to married couples filing jointly with a MAGI of $178,000 (up from $173,000).

The information contained herein has been obtained from sources considered reliable, but we do not guarantee that the foregoing material is accurate or complete.

Investing involves risk and investors may incur a profit or loss.

Material prepared by Raymond James for use by its financial advisors.



Contact Us
29122 Rancho Viejo Road
Suite 107
San Juan Capistrano, CA 92675
Phone: 949-534-9119
Fax: 949-534-9113
Toll-Free: 800-501-5919
Socialize With Us
Dean A. Romo
  • w-linkedin
Matthew Deweese

 

Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and
availability.

 

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Link to finra.org and sipc.org here

 

Privacy Policy notice: https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice

https://www.raymondjames.com/legal-disclosures

https://brokercheck.finra.org/

 

 

 

bottom of page