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Retirement Planning Key Numbers

Retirement Planning Key Numbers

Certain retirement plan and IRA limits are indexed for inflation each year, and many of the limits eligible for a
cost-of-living adjustment (COLA) have increased for 2014. Some of the key numbers for 2014 are listed below,
with the corresponding limit for 2013. (The source for these 2014 numbers is IRS Information Release
IR-2013-86.)1 Must aggregate employee deferrals to all 401(k), 403(b), SAR-SEP, and SIMPLE plans of all employers;
457(b) contributions are not aggregated. For SAR-SEPs, the percentage limit is 25% of compensation reduced
by elective deferrals (effectively a 20% maximum contribution).
2 Special catch-up limits may also apply to 403(b) and 457(b) plan participants.
This information, developed by an independent third party, has been obtained from sources considered to be reliable, but Raymond James
Financial Services, Inc. does not guarantee that the foregoing material is accurate or complete. This information is not a complete summary or
statement of all available data necessary for making an investment decision and does not constitute a recommendation. The information
contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material. This
information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Investments mentioned may not be suitable
for all investors. The material is general in nature. Past performance may not be indicative of future results. Raymond James Financial Services,
Inc. does not provide advice on tax, legal or mortgage issues. These matters should be discussed with the appropriate professional.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, an independent broker/dealer, and are not insured
by FDIC, NCUA or any other government agency, are not deposits or obligations of the financial institution, are not guaranteed by the financial
institution, and are subject to risks, including the possible loss of principal.

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