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IRS Announces Updated Retirement Plan Limits for 2024

Economic growth

Jamie McAllister details the 2024 DC plan limits.

IRS Announces Updated DC Plan Limits for 2023

Economic growth

Jamie McAllister provides the details on the new IRS retirement plan limits for 2023.

IRS Announces Updated Retirement Plan Limits for 2022

Jamie McAllister details the new retirement plan limits for 2022.

Opportunity Knocks for Taxable Investors

Vintage glowing light bulb on lamp stand

Last year’s Tax Cuts and Jobs Act created the Qualified Opportunity Zone (QOZ) program, designed to encourage investments in low-income census tracts or census tracts contiguous with low-income census tracts. This blog post provides a high-level overview of the program, including its scope and potential tax benefits. There are more than 8,500 opportunity zones nationwide, […]