Zinner & Co. Blog and Newsroom

Pension Plan Limitations: What You Need to Know Heading into 2016

Posted by Zinner & Co. on Oct 29, 2015 9:54:00 AM


WASHINGTON — The Internal Revenue Service announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2016.  In general, the pension plan limitations will not change for 2016 because the increase in the cost-of-living index did not meet the statutory thresholds that trigger their adjustment.  However, other limitations will change because the increase in the index did meet the statutory thresholds.

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Topics: Firm news, pension, Retirement Planning & IRAs

The Many Benefits of a SEP

Posted by Zinner & Co. on Nov 25, 2014 9:00:00 AM

Posted by: Robert O'Neil, CPA

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Topics: simplified employee pension, pension, Taxes - Corporate & Business, Taxes - Planning, Rules and Returns, Retirement Planning & IRAs


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