Gary Lesser Posted November 12, 2007 Report Share Posted November 12, 2007 See other posts. Link to comment Share on other sites More sharing options...
Gary Lesser Posted May 21, 2008 Author Report Share Posted May 21, 2008 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 More sharing options...
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