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
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.
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