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.
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(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