There are many strategies and investment alternatives when it comes to planning for retirement. At Busey Wealth Management,
we can review your individual objectives and personal situation in order to recommend the appropriate approach to meet your
retirement goals.
When you leave your current employer, or at retirement, Busey Wealth Management can assist you with your Rollover IRA, from determining the appropriate asset allocation for your individual situation, to assisting with distribution needs and requirements.
IRA rollovers allow your retirement assets to retain their tax deferred status, while allowing you the flexibility to taking distributions as you need them, and providing for beneficiary
planning. Our professionals can assist you in understanding your various options.
Contribution Limits for Traditional and Roth IRAs
Year
2007
2008
Contribution Limit
$4000
$5000
Catch up amount for those age 50 and older
$1000
$1000
*The information provided is for informational purposes only; please consult your tax advisor or other
professional advisor to discuss your individual situation.
