2025 November Strategy Group Recap
Our November Strategy Group call covered a wide range of important tax and retirement planning updates for 2026 and beyond. Jack Kiley provided a detailed update on new tax laws, retirement plan adjustments, and strategies investors should consider before year end....The Path Forward After PPP Loans & Lockdown
The next 120 days will be critical and cash flow will be key. On the horizon is the new tax day deadline, 2020 estimates and PPP Loan forgiveness. And you still need to figure out how to restart your business. Click below to access our blueprint of things to think about, how to plan for the next four months and through the end of the year.
Annual Contribution Limits for 2019
As 2018 is comes to a close, we all begin to look ahead to 2019. For 2019 many of the contribution limits increased from their 2018 levels. In calculating these, IRS compares the official cost of living increase from September of 2018 to September of 2017. Because the cost of living was higher in 2018 many of the indexed (for inflation) contributions, limitations, thresholds, etc in the IRS were adjusted.
IRS: 2014 Pension Plan Limitations
IRS Announces 2014 Pension Plan Limitations; Taxpayers May Contribute up to $17,500 to their 401(k) plans in 2014 IR-2013-86, Oct. 31, 2013 WASHINGTON — The Internal Revenue Service today announced cost‑of‑living adjustments affecting dollar limitations for pension...Fund Your Retirement and Invest In What You Know Best!
Fund Your Retirement and Invest In What You Know Best! Increase Your Retirement Account Available for Investing by Maximizing Your 2013 Contributions By John “Jack” Kiley, CPA, CISP Partner, MidAtlantic IRA, LLC For retirement plans, the landscape in 2013 will...2012 IRA Contribution Limits
IRA Contribution limit remains at $ 5,000 for 2012
Recently the Internal Revenue Service announced the 2012 contribution and cost of living increases regarding IRAs and 401k plans. The following can be found on the IRS’s website at www.irs.gov.