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Retirement News and Plan Information

IRS Retirement Plan Contribution and Benefit Limits for 2019

Andrew D. Cohn, AIF® | Thursday, November 1, 2018

On November 1, 2018, the Internal Revenue Service announced cost-of-living adjustments that affect dollar limitations for qualified retirement plans under the Internal Revenue Code (the “Code”). The increases take effect...

SOCIAL SECURITY: MAXIMIZING BENEFITS

Saturday, July 21, 2018

Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that there are other ways to maximize their benefits, some of which depend on their marital status....