The Internal Revenue Service recently announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2015. These adjustments affect anyone contributing to a retirement plan account, and to fiduciaries and administrators of...
The Internal Revenue Service recently announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2015. These adjustments affect anyone contributing to a retirement plan account, and to fiduciaries and administrators of retirement plans.
The chart linked below can help you determine where you fall within the new regulations.
2015 Retirement Plan Limits (PDF)
*AAF Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where AAF Wealth Management and its representatives are properly licensed or exempt from licensure. This blog is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by AAF Wealth Management unless a client service agreement is in place.
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