2008 Contribution Limits

Annual Contribution Limits are as follows:

401(k)- $15,500

• Additional catch-up election for investors age 50 and older of $5,000

403(b)- $15,500

• Additional catch-up election for investors age 50 and older of $5,000
• Employees who have been with their employer for at least 15 years may defer an additional $3,000 per year for 5 years

457 Deferred Comp- $15,500

• Additional catch-up election for investors age 50 and older of $5,000

Traditional IRA- $5,000

• Additional catch-up election for investors age 50 and older of $1,000

ROTH IRA- $5,000

• Additional catch-up election for investors age 50 and older of $1,000

Simple IRA - $10,500

• Additional catch-up election for investors age 50 and older of $2,500

SEP IRA- Up to 25% of total eligible payroll (and not more than $46,000 per participant)

Coverdell Education Savings Account- $2,000

The information on this web site is deemed accurate but not guaranteed.  There are many factors regarding eligibility.  Please contact KEI Financial and your tax advisor for further information regarding contribution limits.

Securities offered through Joseph T. Trabert, Registered Representative, ePLANNING Securities Inc., Member FINRA, SIPC