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Financial Planning Information
Estate Planning
Introduction to Wills
Revocable Trusts
Power-of-Attorney
Living Wills, Health Care Proxies, and Advance Health Care Directives
The Probate Process
Planning With Retirement Benefits
Guidelines for Individual Executors and Trustees

The Lawyer's Role
Tax Changes From 2001
Banking with ING Direct

If I have not contributed to a TSA in the past, can I make up past contributions that I have missed?

Yes. There are special catch-up formulas that you can use: IRS Publication 571 sets out the rules for making up past contributions. If you are making catch-up contributions, the amount of these contributions can exceed the $9500 maximum for regular contributions in a calendar year.

 
Financial Planning FAQs
Estate Planning
Children's Investment
Retirement Planning
Charity Planning
Life Insurance
Debt Management
Related Questions & Answers

- What is a "tax-sheltered annuity"?

- Are there any special rules for church employees for TSA plans?

- Can I use life insurance in a TSA?

- Can my employer make contributions to my TSA?

- How is the death benefit in a TSA taxed to the employee's beneficiary?

- How much can I put away in my TSA?

- How much life insurance can I put into a TSA?

- If I have not contributed to a TSA in the past, can I make up past contributions that I have missed?

- May I borrow from my TSA?

- What are my TSA investment choices?

- What happens to my life insurance policy in my TSA after I retire?

 

 

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