Oak Tree Financial Office, LLC

"Securing Your Future"
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~ Keep track of you mileage for work you do for Charity. It is worth 14.5 cents per mile for those that itemize. (See mileage tab for additional rates)
 
~ If completing your own taxes please do not forget to increase your standard deduction relating to your real estate taxes you may have paid. (New for 2008)
 
~ Retirement Plan Contribution Limits (Maximize when ever possible)
 

IRA'S

IRA'S

Catchup

Over 50

SIMPLE

SIMPLE

Catchup

Over 50

 457

 401k

403B

SEP

 Defined

Contribution

Plan

Defined

Benefit

Plan 

Compensation

Limit 

Profit

Sharing

2006

$4,000

$5,000

$10,000

$12,500

$15,000

$15,000

$44,000

$175,000

$220,000

25%

2007

$4,000

$5,000

$10,500

$13,000

$15,500

$15,500

$45,000 

$180,000

$225,000

25%

2008

$5,000

$6,000

$10,500

$13,000

$15,500

 $15,500

$46,000 

 $185,000

$230,000

25%

2009

$5,000 

$6,000 

$11,500 

$14,000 

$16,500 

$16,500 

$49,000 

$195,000 

$245,000 

25% 

2010

$5,000

$6,000

$11,500 

$14,000 

$16,500 

$16,500 

$49,000 

$195,000 

$245,000 

25% 

~