2017-2018 Estate Tax Changes and Exemption Extension

[Update] – As part of the 2018 Trump tax reform package there is a big push to get the Estate tax fully repealed or raise existing exemption levels. Provisions around this are being debated in Congress and you can get the latest updates in this article. ______ A change to the …

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401k, 403b, IRA Contribution and Income Limit Changes Officially Released by IRS

[Update] You can now see the most up-to-date 401K/403b, IRA and Roth IRA limits here


The IRS has released the latest 401k, 403b, IRA and other retirement/thrift plan contribution and income limits. With COLA remaining unchanged again this year, 2011 plan limits have also remained largely unchanged for the third year in a row. Income thresholds have marginally increased over last year.

Here is a summary of the main changes with links to more detailed articles:

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Social Security Tax Rate and Withholding – SSI Limits, Coverage, Retirement Earnings and Benefit Base Limit Changes

Updates – See here for the latest COLA increases by year____________ The Social Security Administration has officially released the Social Security and SSI information against the background announcement that there will be no cost-of-living adjustment (COLA) increase next year. The zero COLA adjustment means the monthly Social Security and Supplemental …

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2010 Obama Health Care Rules Effective Now – Under 26 Dependent and Pre-existing Conditions Coverage

With the passage of health care reform, a major political achievement for the Obama administration, Americans will finally start seeing the actual impacts of many of these new laws. These changes will only initially impact people who buy new policies or are in plans where the coverage year is about to expire. But by 2011 most Americans will be impacted in some way or the other.

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