Jump to content

COLA and Rollover Chart for 2007 and 2008


Recommended Posts

  • 6 months later...

COLA/Rollover Chart Modified. The Rollover chart was modified and takes into account the provisions of Notice 2008-30 relating to rollovers and direct transfers to Roth IRAs. The prohibition against rolling over after-tax contributions to certain plan types was added to the Traditional IRA/SEP row. [Rev. 5/08]

Thanks for the comments.

The attached pdf charts may be freely distributed in their entirety.

COLA_RO_rev_5_2008.pdf

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

×
×
  • Create New...