Liebman Associates

We all plan to retire someday. Some of us will retire sooner than others. The retirement plan you choose is a crucial decision. Our goal is to help you determine which retirement plan will best meet your goals and those of your employees.

::::::: ::401(k)
::::::: ::403(b)
::::::: ::457
::::::: ::IRA
::::::: : Roth IRA
::::::: : Simple IRA
::::::: : Simplified Employee Plan (SEP)

Roth IRA Rollover from Retirement Plan effective 1/1/2008

Rollovers by non-spouse beneficiaries effective 1/1/2007

IRA must be set up as Inherited IRA with minimum distributions taken under IRC 401(a)(9)(B) beneficiary rules

© 2013 Liebman Associates, Inc.

The LPL Financial Registered Representative associated with this site may only discuss
and/or transact securities business with residents of the following states: CA, CT, IL, IN, NJ
Securities & Advisory Services offered through LPL Financial.
A Registered Investment Advisor Member FINRA / SIPC
Financial Planning offered through Liebman Associates, Inc.

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Page last updated February 2013 Disclosures :: Website by Glantz Design

limits for
retirement plans:

Simple IRA's

Catch-up provision
for those 50 years
and older IRA’s
IRA’s $1,000 $1,000
Simple IRA’s
$5,500 $5,500