| Overview |
- Accumulating savings or certificates
- Tax sheltered dividends make good rates even better. Ideal for rollover IRAs, pensions and qualified trusts.
- The Economic Growth & Tax Relief Reconciliation Act of 2001 make IRAs better than ever.
- Starting with tax year 2002, this new law allows you to boost annual contribution limits:
- Provides "catch-up" contributions for workers age 50 or over
- Makes it easier to consolidate assets in IRAs and employer-sponsored plans
- Offers a tax credit to low and middle income people who make IRA
contributions
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Tarrytown
