Retirement Plan Alternatives for 2010

Details

Use the following chart to distinguish between the following retirement plan alternatives for 2010: Individual Retirement Accounts (IRA), Roth IRAs, Simplified Employee Pension Plans (SEP), Keogh Plans, 401(k) Plans and SIMPLE Plans.

Individual Retirement Accounts (IRA) Contributions: Limited to $5,000 ($6,000 if age 50+) per person or rollover amount. Deductible if not active participant in qualified plan or if under phaseout levels.

 

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Julie Welch (Runtz), CPA, CFP, and Randy Gardner, LLM, CPA, CFP, are the authors of 101 Tax-Saving Ideas, 9th edition, published by Wealth Builders Press. To order ($27.95), call 816-561-1400, fax 816-561-6296 or email This email address is being protected from spambots. You need JavaScript enabled to view it..

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