|
 Elective Deferrals for 401(k) and 403(b) Plans
Elective Deferral Catch-Up
Maximum Annual Compensation
Defined Contribution Annual Addition Limit
Defined Benefit Annual Limit
Highly Compensated Threshold
SIMPLE IRA Contribution Limit
SIMPLE IRA Catch Up Contribution
|
2012
$17,000
$5,500
$250,000
$50,000
$200,000
$115,000
$11,500
$2,500
|
2011
$16,500
$5,500
$245,000
$49,000
$195,000
$110,000
$11,500
$2,500
|
2010
$16,500
$5,500
$245,000
$49,000
$195,000
$110,000
$11,500
$2,500
|
|
| |
|
|
|
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Source: http://www.irs.gov/retirement/article/0,,id=112858,00.html#6
Source: http://www.ssa.gov/OACT/COLA/cbb.html
The tax information contained in this material is based on federal laws existing on the date of its publication and is provided as a general information service by Howell Benefits. Neither Howell Benefits nor Cambridge Investment Research, Inc. offers tax or legal advice. You should consult your legal or tax advisor for more information on these subjects.
Marianne Lyons is a registered representative and investment advisory representative of Cambridge Investment Research, Inc.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of PA, NY, NJ and DC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Howell are not affiliated.