COLA and Rollover Chart for 2007 and 2008

[Gary Lesser]

See other posts for current version.

[jevd]

The attached pdf charts containing retirement plan, IRA, Roth, and HSA limits (2007 & 2008) may be freely distributed in their entirety.

Comments welcome.

These charts are great. I like the format.

John

[stephen]

Thanks Gary!

[Bird]

Yes, thanks. I didn't pay much attention at first since we prepare a (shorter) chart of our own but this is great!

[Fisher]

This is one of the best charts I have ever seen. Thanks especially for the phase-out ranges with IRAs and Roths, which is always confusing

[Guest ak]

For traditional IRA rollover to plan scenario, it shows that after-tax contributions can't be rolled over to 457 plans, etc. Don't see the same thing specifically stated for various other plans, e.g., qualified plans, etc. Question: Can these other plans accept after-tax rollovers or not. Have seen different interpretations and am trying to get some clarification.

[Thank you, the change has been made. See the 5/08 revision posted. --GSL]

[Gary Lesser]

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 (public and private).

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

COLA_RO_rev_5_2008.pdf

[J Simmons]

Thanks, Gary.

I appreciate how handy these charts are.

[GMK]

Thanks, Gary. Your charts are great. They go in the "important stuff" 3-ring binder immediately.