What is "Quick Max?"
"Quick Max" is the theoretical maximum contribution a client can make on a per paycheck basis.
Note: Image modified for clarity.
If the client is eligible (i.e. at least 50 years old), it includes the Mature Saver Catch Up, but does not take the following issues into consideration:
1.Year to date contributions.
2.The 402(g)(7) Catch Up provision for 403(b) accounts.
3.The Double Up option for 457 accounts.
