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The IRS introduced changes to certain contribution limits to 401(k) and retirement plans for 2025, while some limits will remain the same.
November 27 -
The adjustments reflect how inflation is slowing down and upcoming changes to the rules based on the Secure 2.0 Act and the Tax Cuts and Jobs Act.
November 4 -
The amount individuals can contribute to 401(k)s in 2025 has increased by $500 to $23,500, but the IRA limit remains $7,000.
November 1 -
Many plan participants told the U.S. Government Accountability Office they didn't understand their four main options — or the potential tax consequences.
June 24 -
The IRS and Labor Department issued guidance on the new savings vehicles, but financial advisors and other wealth management professionals have questions.
January 22 -
Retirement plan sponsors and advisers receive guidance from the IRS on how to legally incentivize plan participation.
January 18 -
Retirement plan sponsors and their financial advisors receive guidance from the IRS on how the Secure 2.0 Act opened the door for "de minimis financial incentives."
January 16 -
The big AI question; staff pay; sourcing nonresident income; and other highlights from our favorite tax bloggers.
November 14 -
Planners and their clients can use the annual cost-of-living adjustments as a helpful reminder to consider tweaks to retirement savings and strategies, experts said.
November 13 -
The service issued its annual adjustments for retirement plans, with some reflecting changes in the SECURE 2.0 Act.
November 1