Author Archives: Ed

The IRS and Social Security released new limits recently.  After 3 years of no changes due to low inflation, some of the numbers changed; e.g. the maximum contribution to a defined contribution plan went from $49,000 to $50,000 and the … Continue reading →

Does the U. S. of A. want to take away your 401(k)? I’ve had a couple of phone conversations lately about required annuitization of 401(k) accounts. (“Annuitization” means converting a lump sum into a monthly income stream.) It’s something the … Continue reading →