The National Directory of Certified Public Accountants

Ask A CPA - Keogh Plans

Employee Stock Ownership Plan - 5 Year Distribution Period - Limits

For the current year, the dollar amount for determining the maximum account balance in an employee stock ownership plan subject to a 5 year distribution period has increased to $1,066,000, while the dollar amount used to determine the lengthening of the 5 year distribution period has increased to $205,000.

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