Posts Tagged ‘Retirement Plans’

It’s 2015: Do You Know Who Your Beneficiaries Are?

Many investors have taken advantage of pretax contributions to their company’s employer-sponsored retirement plan and/or make annual contributions to an IRA. If you participate in a qualified plan program you may be overlooking an important housekeeping issue: beneficiary designations. An improper designation could make life difficult for your family in the event of your untimely…

Read More

Retirement and Health Plan Limits for 2015

The IRS has released the cost-of-living adjustments affecting dollar limitations for defined contribution and defined benefit retirement plans.   The table below compares both the retirement plan and health insurance plan limits for 2013 through 2015.1 1The Internal Revenue Service.   Required Attribution:
 Because of the possibility of human or mechanical error by Wealth Management…

Read More