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- Higher income limits than IRA. Up to $49,000 per year. See calculators
- Can involve a Roth portion
- Eliminate the UBIT tax that an IRA would normally pay on profits from leveraged real estate
- No income limitations for Roth
- Does not require third party custodian or trustee – You have checkbook control
- Plan participant can borrow up to the lesser of $50,000 or 50% of plans assets
For more information visit our parent company site, www.nabersgroup.com.
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