Tax Chart for 2006 and 2007

 

2007

2006

Retirement Plan Limitations

 

 

 

 

 

Elective Deferrals

 

 

401(k) / 403(b) Salary Deferral

$    15,500

$    15,000

457 Salary Deferral

$    15,500

$    15,000

Catch-Up Limit - Age 50 by 12/31

$      5,000

$      5,000

 

 

 

Qualified Plan Limits

 

 

Defined Contribution Plan Limit

$    45,000

$    44,000

Defined Benefit Dollars Limit

$  180,000

$  175,000

Annual Compensation

$  225,000

$  220,000

 

 

 

SIMPLE / SEP Limits

 

 

SIMPLE Contribution Limit

$    10,500

$    10,000

SIMPLE Catch-Up Limit

$      2,500

$      2,500

SEP Minimum Compensation

$         500

$         450

SEP Compensation

$  225,000

$  220,000

 

 

 

IRAs and Roth IRAs

 

 

IRA and Roth IRA Limit

$      4,000

$      4,000

IRA and Roth IRA Catch-Up Limit

$      1,000

$      1,000

Roth IRA AGI Phaseout Beginning

$  156,000

$  150,000

 

 

 

Other Limitation and Revised Rates

 

 

 

 

 

Social Security Wage Base

$    97,500

$    94,200

Social Security Tax

6.20%

6.20%

Medicare Tax (no maximum limitation)

1.45%

1.45%

 

 

 

Standard Business Mileage Rate

$      0.485

$      0.445

Maximum Section 179 Expense Amount

$  112,000

$  108,000

Annual Gifting Exclusion

$    12,000

$    12,000

 

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