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Under the new law, employees
will be able to contribute even more into their retirement plan, taking
advantage of tax deferral and
compounding growth on their investments.
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Present law allows employees
to contribute 15% or $10,500 (whichever is lower) to a 401(k) or 403 (b)
plans. The new limits starts at $11,000 in 2002 and goes up $1,000 per year
to $15,000 in 2006. The new provisions
align 457 Plans with the higher limits and enjoy a large increase form the
current $8,500 cap. Limits after 2006 are adjusted for inflation in $500
increments.
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Catch-up contributions for
participants age 50 and above start at $1,000 in 2002 and go up to $5,000 in
2006 where they will also be indexed for inflation.
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401(k) plans remain a very
attractive savings vehicle for retirement for many reasons;
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• Matching contributions by
employers result in potentially greater build up in savings.
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• Participants in a 401(k) may
be able to take tax-free loans.
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• The payroll deduction feature
in a 401(k) makes the savings relatively painless for most employees.
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