|
|
Investments
Roth IRA
|
2008
|
$5,000
|
$1,000
|
$6,000
|
|
2009 & beyond
|
$5,000 + COLA
|
$1,000
|
$6,000 +COLA
|
|
COLA = Cost of Living Expenses
| Single |
$99,000
or less |
$99,000-$114,000 |
$114,000
or more |
| Married,
Filing Jointly |
$156,000
or less |
$156,000
- $166,000 |
$166,000
or more |
| Married,
Filing Separately |
N/A |
$0
- $10,000 |
$10,000
or more |
• Checking
• Savings
• CDs & Money Markets
• Investments
• Health Savings Accounts
• Loans & Mortgage
• Other Services
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