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Retirement Plan Limits

Potential Maximum 1st Year Contributions to a Defined Benefit Plan

The amounts below are estimates of the potentially large tax-deductible contributions available to high-income business owners starting a Defined Benefit plan during 2011.

Some of the considerations that will help determine whether a Defined Benefit plan makes sense are:

  • Owner’s level of W-2 income (or net earned income, if unincorporated)
  • Age, length of service, and wages of any employees
  • Anticipated contributions after the initial 2011 plan year
  • Existence of any other retirement plans
  • Ownership of any other businesses
Age of Owner Potential 2011 Contribution
37 $79,000
40 $97,000
43 $118,000
47 $152,000
50 $205,000
53 $236,000
57 $288,000
60 $290,000
63 $290,000
67 $300,000
70 $270,000