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Retirement, Taxes

New limits in 2015!

As 2014 draws to a close, it’s time to give consideration to your retirement savings for 2015. The IRS has increased several of the retirement saving limits for individuals. Here are just a few of the basic ones for your reference. 2014 2015 Elective deferrals – 401(k), 403(b), and most 457 plans $17,500 $18,000 Catch-up…

Taxes

Last Second Tax Planning Strategies

It’s that time of year again, the time when we all work hard, get our last minute shopping done, attend countless social events and prepare ourselves for another New Year right around the corner. Before you finish up 2014 though, take a moment to consider some year-end tax planning ideas. Roth IRA Conversion It’s a…

Don’t Pay More Simply Because You Have More Money.