Archive for November 2021
IRS Benefit Plan Limits for 2022
On November 4, 2021, the Internal Revenue Service released Notice 2021-61, announcing cost-of-living adjustments that affect contribution limits for retirement plans and retirement accounts in 2022. The list below, though not exhaustive, highlights key changes that retirement plan sponsors should be aware of, as well as several limitations that remain unchanged from 2020: • The…
Read MoreYour Guide To Year End Financial Planning: A 10-Point Checklist
From the hope that came with reopening to the disappointment of another COVID-19 resurgence, 2021 is panning out to be another roller-coaster year. With the fourth quarter upon us, one routine remains consistent: it’s time to start organizing your finances for the new year. New rules related to the pandemic, coupled with tax and retirement…
Read More