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COLA and Rollover Chart for 2007 and 2008

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  • 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.


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