Financial Planning Services

401(k) Contribution Limit to Increase in 2020
 

401(k) Contribution Limit to Increase in 2020

Posted: November 6, 2019
Employees in 401(k) plans will be able to contribute up to $19,500 next year. The guidance also provides cost‑of‑living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2020.



Recent Developments in Estate Planning
 

Recent Developments in Estate Planning

Posted: October 7, 2019
This article from The Tax Adviser examines developments in estate, gift, and generation-skipping transfer (GST) tax and fiduciary income tax and discusses trusts, GST tax, and inflation adjustments for 2019.