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Archives for November 2021

2022 Plan Limits

There are quite a few changes to the plan limits for 2022. The deferral limit increases to $20,500 and the 415 limit increases to $61,000. The compensation limit increases to $305,000. Please refer to the .pdf below for additional details. 2022 Plan Limits .PDF ...

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  • Saving for Retirement: Inside a Plan vs. Outside a Plan Calculator
  • Saving for Retirement: Contributions Needed Calculator

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Market Summaries

Annual Market Summary – 2015

Quarterly Market Review – Q2 of 2016

Quarterly Market Review – Q1 of 2016

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