Monthly Archives

January 2016

2016 Retirement Plan Contribution Limits

By | Uncategorized

Over the past 12 months, consumer prices have increased very little. The latest Consumer Price Index (September) shows 0.0% yearly inflation and only 1.9% core yearly inflation. That means no cost-of-living adjustment for Social Security, and very few IRS adjustments to retirement plan contribution limits.1

 Roth IRA & traditional IRA contribution limits stay the same for 2016. Those 49 and younger in 2016 can contribute up to $5,500 to their IRAs, while those 50 and older will be able to contribute $6,500.2 Read More

From Greg’s Desk: May the (Market) Force be With You

By | From Greg's Desk

With all the hype over the new Star Wars sequel, the Force Awakens, my family decided we needed to take the journey back into this world of light-sabers, black-masks, Jedi Knights, and Wookies. Who could resist the force, right? To prepare for this epic adventure, over the holidays, my daughters decided we needed to watch ALL the prior movies to prepare, while eating pecan pie and blue bell ice cream.

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