IRS Ups 401(K) & Other Retirement Benefits

    Posted by Steve Hood on Nov 11, 2021 9:31:09 AM

    The IRS has announced that the amount individuals can contribute to their 401(k) plans in 2022 has increased to $20,500, up from $19,500 for 2021 and 2020. The IRS also issued technical guidance regarding all of the cost‑of‑living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2022.

    Read More

    Topics: ohio, Tax, Tax Team, Tax updates, IRS, Retirement Plan, Retirement, 2022 Tax Planning, 2022 Retirement Planning

    The Secure Act for Retirement Savings

    Posted by Jill Proud on Jan 15, 2020 10:57:43 AM

    Congress passed the “Setting Every Community Up for Retirement Enhancement” (SECURE) Act of 2019 as part of a comprehensive appropriations measure. The new law, which represents a major overhaul of the rules for retirement plans and IRAs, is generally effective on January 1, 2020. Following are several key provisions in the SECURE Act.

    Read More

    Topics: Takeaways, brixey and meyer, Retirement Plan, Retirement Plan Administration, Secure Act, Audit, Retirement

    Content not found

    There’s so much to read out there. Where do you start? Start here! We’ve pulled together the latest articles, white papers, case studies and links to the content that matters most.  

    Subscribe to Email Updates

    Recent Posts

    Posts by Topic

    see all