Faculty, Society of Certified Senior Advisors
Frankv@csa.us
http://www.csa.us/
Each fall the IRS issues updated numbers for income tax and retirement plan/IRA contributions. The tables below list some of the retirement plan changes that could be of interest to a CSA. Because of the uncertainty regarding tax provisions, the IRS has indicated that some income and transfer tax adjustments may not be available until as late as February 2011.
(1) IRS News Release IR-2010-108 (Oct. 28, 2010), IRS Notice 2009-94, 2009-50 I.R.B. 848 (December 14, 2009).
To print a hard copy of this table, visit www.csa.us/freeresources
