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Tag: Roth IRA

2011 Tax Season Considerations

By on February 15, 2012 in Newsletter Articles, Tax update with 0 Comments

You don’t want to pay more in taxes than you have to. That means taking advantage of every deduction and credit that you’re entitled to, and recognizing potential opportunities to save. It also means staying on top of deadlines, and avoiding mistakes that could prove costly down the road. So, here are some things to […]

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Retirement Plan and IRA Limits for 2012

Many retirement plan and IRA limits are indexed for inflation each year. Some of the key numbers for 2012 are discussed below. Elective deferrals If you’re lucky enough to be eligible to participate in a 401(k), 403(b), 457(b), or SAR-SEP plan, you can make elective deferrals of up to $17,000 in 2012, up from $16,500 […]

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