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2026 Retirement Plan, HSA, and IRA Contribution Limits
The IRS has released the Annual Plan Limitations for 2026 for defined contribution and defined benefit plans. 403(b), 457(b), & 401(k) elective deferral, catch-up and other key limits are listed below. Click here to download a PDF version of this information.Click here to view a complete list...
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April Market Commentary
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March Market Commentary: Tariffs, Inflation, and Taxes… Where’s the Balance?
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The Social Security Fairness Act, HR 82
Signed into law January 5, 2025 This law repeals the Windfall Elimination Provision (WEP) and Government Pension...
January Market Commentary: Seems Like Old Times?
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A Historic Election Removes Some Uncertainty October Recap and November Outlook An election season with several twists...
2025 Retirement Plan, HSA, and IRA Contribution Limits
The IRS has released the Annual Plan Limitations for 2025 for defined contribution and defined benefit plans. 403(b),...