| * Age 50 bonus.
If you reach age 50 during the calendar year, an additional catch-up
contribution may be made to Traditional and Roth IRAs and SIMPLE.
The catch-up does not apply to SEP, Profit Sharing or Money Purchase
plans, Education Savings Account, or Rollovers. Ask your tax advisor
for details.
** Your employer can either a) match
your salary reduction contributions (dollar-for-dollar) up to
3% of your compensation; or b) under certain conditions, contribute
2% of your compensation earned with that employer during the year;
or c) match your salary reduction contributions (up to 1% or more
of your compensation) for any 2 of 5 years at that specified matching
rate, subject to certain requirements. Contact your tax advisor
for specific details about this plan. |