The Advisor - May 2012

IMPORTANT NEWS FOR YOUR FINANCIAL AND PERSONAL FUTURE

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Retirement Plan Comparison Chart


 

* Eligible employees with 15 or more years of full-time service may be able to contribute up to $3,000 more for five years, or a maximum of $15,000.

** Employees may be eligible to defer up to two times the contribution limit in effect for the final three years of service. Employees cannot participate in the 3-year catch-up and the 457 plan age 50+ catch-up during the same tax year.