A nice feature of the new rules is that any money rolled over to the pension plan from a 401(k) is not subject to this $67,295 annual limit. If a pension plan were to come under the PBGC guarantee, the employee
Now, let's say the investment states that it had an 8% annualized return over 10 years. This would mean that if you invested on January 1 and sold your investment on December 31, exactly 10 years later, you earned the equivalent of 8% a year. But during those 10 years, the returns...