Tag Archives: Retirement Plans
On October 23, 2014, the IRS announced their annual cost-of-living adjustments for retirement plans.
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
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
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
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
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