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ANY TAX ADVICE IN THIS COMMUNICATION IS NOT INTENDED OR WRITTEN TO BE USED, AND CANNOT BE USED, BY A CLIENT OR ANY OTHER PERSON OR ENTITY FOR THE PURPOSE OF (i) AVOIDING PENALTIES THAT MAY BE IMPOSED ON ANY TAXPAYER OR (ii) PROMOTING, MARKETING OR RECOMMENDING TO ANOTHER PARTY ANY MATTERS ADDRESSED HEREIN.
Tag Archives: Retirement Plan
Series. Part 2 of 3. Employer-provided Plans: 401Ks, 403Bs, and 457Bs.
In this second part of three, we are talking about various tax advantageous retirement and savings vehicles and their maximum contribution amounts. We hope that you check on your progress towards #MaxItOut. Last week we talked about the vehicles: Traditional … Continue reading Continue reading
Posted in Retirement Planning
Tagged #CallCarolFirst!, #MaxItOut, 401K, 403B, 457B, Employer Contributions, Retirement Plan
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Florida CPA Talks IRS Retirement Plan Limitations for 2011
From Carol McAtee’s CPA firm in St. Petersburg, FL – Cost of living adjustments affecting the limitations of contributions to retirement related plans for the tax year 2011 have been announced by the IRS. In general, the inflation adjustments for … Continue reading
Posted in Uncategorized
Tagged Carol McAtee, Retirement Plan, St. Petersburg Florida CPA
Comments Off on Florida CPA Talks IRS Retirement Plan Limitations for 2011