Exceed the 415 Limit ($45,000) in 2007 10/16/07

Some clients can double their $45,000 contribution limit for 2007. Full Story

IRS Announces 2008 Cost of Livings Adjustments 10/24/07

The IRS announces cost of living adjustments for 2008 dollar limitations for retirement plans Full Story

Tapping Into the K-1 Funding Opportunity 10/30/07

In some cases K-1 income can be considered when calculating a client’s retirement plan contribution. Full Story

Catch Up Contributions 12/05/07

Any 401(k) plan participants attaining age 50 can make $5,000 in extra (catch-up) deferrals for 2007. However, many people don’t realize catch-up dollars offer extra benefits as well. Full Story

Time For a SIMPLE Switch? 12/13/07

Employers with SIMPLE-IRA plans gain significant advantages by switching to a regular (or safe-harbor) 401(k) for 2008. Full Story

It's Not Too Late For a Qualified Plan in 2007 12/20/07

For a calendar year taxpayer (most of us are), the deadline for establishing a qualified plan for 2007 is December 31st. 2007. Full Story

Partnership Retirement Plans and Solutions 10/09/07

Many partnerships have retirement plans. Unfortunately, many partnerships operate their plans incorrectly. Full Story