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Retirement Planning Key Numbers

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  2. Retirement Planning Key Numbers

Retirement Planning Key Numbers

Attached you’ll find a helpful tool titled, “Retirement Planning Key Numbers”. This newsletter will answer questions you might have about elective deferral limits, IRA contributions, defined benefit annual benefit limits, defined contribution plan limits (qualified plans, 403(b) plans and SEP plans), retirement plan compensation limits, income phaseout range for determining deductibility of traditional IRA contributions for taxpayers and income phaseout range for determining ability to fund a Roth IRA for taxpayers.