Tags » 401(k)

IRS Announces 2015 Pension Plan Limitations; Taxpayers May Contribute up to $18,000 to their 401(k), 403(b) and most 457 plans in 2015

The Internal Revenue Service today announced cost‑of‑living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2015. Many of the pension plan limitations will change for 2015 because the increase in the cost-of-living index met the statutory thresholds that trigger their adjustment. 362 more words

Retirement Planning

What's the Impact of 2015 IRS Retirement Plan Limits?

The IRS just announced the 2015 retirement plan benefit limits and we’re seeing some modest increases from 2014. What does it all mean for employer-sponsored retirement plans? 439 more words

Defined Benefit Plans

IRS Announces 2015 Pension Plan Limitations; Taxpayers May Contribute up to $18,000 to their 401(k) plans in 2015

The Internal Revenue Service announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2015.  Many of the pension plan… 1,369 more words

Taxation

Getting Help from a Financial Professional by John Jastremski

Getting Help from a Financial Professional

Are you suddenly on your own or forced to assume greater responsibility for your financial future? Unsure about whether you’re on the right track with your savings and investments? 1,432 more words

Age Penalties

It’s the steak, not the sizzle!

Are your employee meetings, especially your benefit meetings, hitting the target?  Here’s a story I heard recently from a plan sponsor that may help you. 246 more words

401k

IRS ANNOUNCES 2015 PENSION PLAN LIMITATIONS

The Internal Revenue Service today announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2015. Many of the pension plan limitations will change for 2015 because the increase in the cost-of-living index met the statutory thresholds that trigger their adjustment. 448 more words

IRS Tax Tips

Lump-Sum Distribution from Inherited IRAs and Retirement Plans. What is it? by John Jastremski

Lump-Sum Distribution from Inherited IRAs and Retirement Plans

What is it?

A lump-sum distribution is the withdrawal of the entire balance of an inherited traditional IRA or employer-sponsored retirement plan account in one tax year. 1,360 more words

Age Penalties