Removing Vanguard Excess Contributions: Here’s How to Get it Done


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Unfortunately, mistakes happen all the time. We see many situations where clients overfund their 401ks and SEPs. This usually happens when a cash balance plan or defined benefit plan is combined with a 401k and SEP. Many people don’t realize that there are limitations and restrictions when plans are combined.

Removing Excess SEP Contributions

Removing Excess 401k Contributions

Paul Sundin

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Reach out to us today and we'll show you our favorite strategies! We can show you how to structure a plan for maximum tax benefit and provide you with a custom plan design.

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