|
Category |
2008 Contribution Limits |
Traditional IRA's |
|
IRA Contribution for working and non-working spouses |
$5,000 |
IRA Age 50 or older |
$6,000 |
Roth IRA's |
|
| Roth IRA Contribution for working and non-working spouses | $5,000 |
| Roth IRA Age 50 or older | $8,000 |
Simplified Employee Pension Plans |
|
SEP Plan Participant Max. Percentage of Compensation - or - |
25% |
SEP Plan Per Participant Maximum Dollar Allocation Limit |
$45,000 |
| Note: Whichever is less | |
SIMPLE IRA Plan |
|
SIMPLE IRA Employee Contribution (deferral) |
$10,500 |
| SIMPLE maximum match limit by Employer | $10,500 |
SIMPLE IRA Catch-up for Age 50 or older |
$2,500 |
Traditional 401K Plan |
|
401K Plan - Effective Employee Deferral |
$14,000 |
401K Plan -Catch-up Age 50 or older |
$4,000 |
403B Tax Sheltered Annuity Plans |
|
403B TSA - Elective Employee Deferral |
$15,500 |
403B TSA Catch-up Age 50 or older |
$5,000 |
403B TSA Catch-up 15 or more years of service with employer |
$3,000 |
Action
To Take If you would like to learn more about
Retirement Planning Strategies,
|
FOR FASTER, PERSONALIZED SERVICE CALL 1-800-480-7526
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Copyright © 1998
Fielder Financial Management, LTD.
All Rights Reserved.
Securities are offered through Girard Securities, Inc.
member FINRA, SIPC,
Mark R. Fielder, Registered Principal. CA. Insurance Lic. # 0690576.
