Tax Planning

Putting Your Interests First!!

This morning, I read (and watched) an NBC News Report titled: “The Great 401(k) Experiment Has Failed for Many Americans.”  The report goes on to state that the median 401(k) retirement account balance of working Americans is $18,433.  That’s it!  For some of you, that’s just 2-months of family living expenses…and then you’re out! While …

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New 2015 IRS Limits!

If you’ve been maxing out your annual contribution limit on certain retirement plans, it may be possible to increase your contributions…starting now! For 2015 the IRS has increased annual contribution limits on several types of Defined Contribution retirement plans (i.e. 401(k), 457, TSA, etc.), and that limit is now $18,000/year.  And for those participants who are age …

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