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Category: Financial Planning

Contribution Limits for 2014

Back in October, the Internal Revenue Service announced cost of living adjustments and dollar limitations for pension plans, retirement plans and individual retirement arrangements (IRAs).  Below are the summarized Contribution Limits for Tax Year 2014. 401k Limits for 2014 Elective Deferral (Contribution) limit – $17,500 Catch-up Contribution limit (for those above age 50) – $5,500 403b […]

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IRA Contribution Limits for 2014

Back in October, the Internal Revenue Service announced cost of living adjustments and dollar limitations for individual retirement arrangements (IRAs).  Below are the IRA Contribution Limits for Tax Year 2014. Traditional IRA Contribution Limits for 2014 Under Age 50 – Contribution Limit – $5,500 Above Age 50 – Contribution Limit (plus Catch-up Contribution) – $6,500 ROTH IRA […]

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403b Contribution Limits for 2014

Back in October, the Internal Revenue Service announced cost of living adjustments and dollar limitations for pension plans and retirement plans.  Below are the 403b contribution limits or Tax Year 2014. 403b Limits for 2014 Elective Deferral (Contribution) limit – $17,500 Catch-up Contribution limit (for those above age 50) – $5,500 Seeking other contribution limits?  Here […]

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401k Contribution Limits for 2014

Back in October, the Internal Revenue Service announced cost of living adjustments and dollar limitations for pension plans and retirement plans.  Below are the 401k contribution limits for Tax Year 2014. 401k Limits for 2014 Elective Deferral (Contribution) limit – $17,500 Catch-up Contribution limit (for those above age 50) – $5,500 Seeking other contribution limits?  Here is […]

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403b Contribution Limits for 2013

Back in October, the Internal Revenue Service announced cost of living adjustments and dollar limitations for pension plans and retirement plans.  Below are the 403b contribution limits or Tax Year 2013. 403b Limits for 2013 Elective Deferral (Contribution) limit – $17,500 Catch-up Contribution limit (for those above age 50) – $5,500 Seeking other contribution limits?  Here […]

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IRA Contribution Limits for 2013

Back in October, the Internal Revenue Service announced cost of living adjustments and dollar limitations for individual retirement arrangements (IRAs).  Below are the IRA Contribution Limits for Tax Year 2013. Traditional IRA Contribution Limits for 2013 Under Age 50 – Contribution Limit – $5,500 Above Age 50 – Contribution Limit (plus Catch-up Contribution) – $6,500 ROTH IRA […]

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Contribution Limits for 2013

Back in October, the Internal Revenue Service announced cost of living adjustments and dollar limitations for pension plans, retirement plans and individual retirement arrangements (IRAs).  Below are the summarized Contribution Limits for Tax Year 2013. 401k Limits for 2013 Elective Deferral (Contribution) limit – $17,500 Catch-up Contribution limit (for those above age 50) – $5,500 403b […]

Learn More

401k Contribution Limits for 2013

Back in October, the Internal Revenue Service announced cost of living adjustments and dollar limitations for pension plans and retirement plans.  Below are the 401k contribution limits for Tax Year 2013. 401k Limits for 2013 Elective Deferral (Contribution) limit – $17,500 Catch-up Contribution limit (for those above age 50) – $5,500 Seeking other contribution limits?  Here is […]

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Taking Your Required Minimum Distribution

Taking Your Required Minimum Distribution

Many investors dutifully save a portion of their hard-earned money every year in a traditional IRA.  Then, they get to a point in their life when they want to use the accumulated IRA savings. But how do you get out what you saved?  What are the IRA withdrawal rules?  How do you calculate and determine […]

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Bond yield strategy or total return strategy?

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Bond yield strategy or total return strategy?

How should you invest for retirement? Should you use a fixed income strategy or seek a total return strategy? Times change and how we invest has changed over the years as new scientific study better explains how the stock market works and more encompassing ways to invest across the markets. The traditional approach was to […]

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