Monday, December 13, 2010

2010 IRA and Tax Planning Reference Guide

Excellent resource document courtesy of OppenheimerFunds Retirement Services.

Among the topics include:
Page 1
  • IRA Deductibility, Contribution and Eligibility Limits
  • IRA Contribution Limits
  • Roth IRA Eligibility for 2009–2010
Page 2
  • Federal Income Tax Rate Schedules
Page 3
  • Retirement Plan Limits and Distribution Rules
  • Long-term Capital Gains and Dividends Tax Rates
Page 4
  • Federal Estate and Gift Tax Schedules
  • Retirement Saver’s Credit
  • Health Savings Accounts (HSAs)
  • Eligible Long-term Care Deductions
Page 5
  • Common IRA-related Tax Forms
Page 6
  • Education Savings Tax Incentives
  • Social Security Schedules

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