Tag Archives: Retirement Plans

2015 Retirement Plans Increase

On October 23, 2014, the IRS announced their annual cost-of-living adjustments for retirement plans.

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Tax-Smart Cash Choices

Cash and cash equivalents such as CDs, savings accounts, and money- market funds, are core parts of most asset allocations, as anchors to limit portfolio volatility and safe harbors from choppy markets. But cash is the least tax-efficient investment. Bank … Continue reading

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Don’t Forget 2013 §401k Retirement Plan Limits

Now that we have clarity (at least for the time being) with regards to current year tax law and its implications on your specific tax situation, we thought it would be a good idea to remind every one of the … Continue reading

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New ROTH Conversion Rules

Almost buried in the recently enacted American Taxpayer Relief Act of 2012 is a pension provision that removes many of the limitations on making a qualified rollover from a qualified plan to a designated Roth account in an “in-plan Roth … Continue reading

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2013 Qualified Retirement Plan Limits

The IRS has announced the new retirement plan limits for 2013. For your convenience we have summarized the most popular limits. Elective deferrals The limits on elective deferrals for employees who participate in 401(k)s, 403(b)s, certain 457s, and the federal … Continue reading

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New 401(k) Funding Limit for 2013

Good news for those looking to increase the amount they can fund into their qualified retirement plans in 2013. For 2013, the elective deferral (contribution) limit for employees who participate in 401(k), 403(b) most 457 plans and the federal government’s Thrift … Continue reading

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401(k) Deferral Limit Increases for 2012

The maximum amount that you can contribute to your 401(k) plan for 2012 has increased to $17,000.  If you are 50 or older, you can contribute up to $22,500. The maximum salary deferral under a SIMPLE Plan remains at $11,500 … Continue reading

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Most retirement plan dollar limits are changed for 2012

The IRS has announced the 2012 cost-of-living adjustments (COLAs) for retirement plans. Most of the limits related to pension and other retirement plans, are changed for 2012. Karen Dixon from Qualified Plan Administrators, Inc. publishes a nice table of the annual … Continue reading

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