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2011 COLA & ROLLOVER Charts


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Updated for 2011 cost-of-living adjustments and the new in-plan rollover provisions of the SBJA of 2010.

These charts are provided for your personal use. They may be reproduced, laminated, and disseminated by obtaining my prior written permission. Send request to QPSEP@aol.com

For laminated copies of this and other handy reference charts , contact Denise Appleby at 973-313-9877 or at Visit Her Website

Hope this helps.

--Gary

COLA_RO_2011_Feb_6_2011.pdf

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Felicia,

You are probably correct. The Coverdell ESA Contribution limit for 2011 is listed at $2,000. Since the sunset provisions take effect next year, that limit should be $500. Hopefully, it will be extended after the mid-term elections. If not, I will post modifiied charts.

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  • 3 months later...

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