Quick Reference

Tax Year 2008

• Employer Plan Comparison Chart for Small Businesses -for Plan Year- 2008 Updated 11-2007
• Portability Chart for 2008- Gary Lesser Chart ( Rollover and transfer permissibility on page 2)
• Plan Limits for 2007 and 2008-Gary Lesser Chart
• Social Security Limits 2007 and 2008
• Roth IRA Vs Traditional IRA 2007 and 2008
• IRA Beneficiary Options Quick Reference

Tax Year 2007

• Employer Plan Comparison Chart for Small Businesses-for Plan Year 2007 Updated 11-2007
• IRA Beneficiary Options Quick Reference
• Traditional IRA Deductibility –Quick Reference For Tax Year 2007
• Retirement Plans-Permissible Rollovers and Transfers- Tax Year 2007
• Roth Vs Traditional IRA – Quick Reference For tax year 2007
• Retirement Plan Establishment and Contribution Deadline/Limits 2007- Quick Reference
• Retirement Plan Limits 2006 and 2007 Quick Reference

Featured Product/s

• RetirementWorks® II ("RW2")
• Appleby Cheat Sheets .