$18,000 or $24,000 — Funding levels of the most popular retirement plans – Break In : Pamela Yip

Year End Maximum retirement plans

As we head into the final 90 day treadmill (aka quarter) of the year, we wanted to remind everyone once again of the most common retirement maximum pre-tax deferral amounts !

$18,000 or if you are 50 years young – $24,000

The standard maximum– again for the most common (each situation may be slightly different) pre-tax contribution amounts are $18k and $24k for those 50 or older.Retirement Plan

Check your YTD pay deferrals now- if you are short you still have plenty of time to catch up!

Call if ANY questions!

Have a Great Monday!

BREAK IN – Pamela Yip

Yesterday we lost one of the best financial planning reporters in the country. Early in my career I had the honor and luck to meet Pamela and work on many projects, both publicly and behind the scenes for over a decade. Pamela truly lived and breathed the spirit of financial planning.  Pamela_Yip

We wish her family the best and she will be missed by all.

This is just the perfect type of post to honor her — a true financial planning reminder article.

 

John A. Kvale CFA, CFP

http://www.jkfinancialinc.com
http://www.street-cents.com
8222 Douglas Ave # 590
Dallas, TX 75225


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