Fourth Quarter 2015 – IRA Contribution Limits for 2015—2016

  • 2015 Traditional & Roth IRA contribution deadline is 4/15/2016
  • 2015 Simple IRA contribution deadline for Employees is 12/31/2015
  • 2015 Simple IRA contribution deadline for Employers is 4/15/2016
  • 2016 Simple IRA contribution deadline for Employees is 12/31/2016
  • 2016 Simple IRA contribution deadline for Employers is 4/15/2017
  • 2015/2016 401(k) contribution deadline is December 31st for the calendar year reporting
  • In order to qualify for “catch-up” contribution, you must turn age 50 by the end of the year in which you are making the contribution.

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Index information is used to represent market performance, but you cannot invest directly in an index. Past performance is not indicative of future results. Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc. The Volkers Group, LLC is not affiliated with Investment Planners, Inc. or IPI Wealth Management, Inc. The Volkers Group, LLC does not offer securities advice and is not a member of FINRA/SIPC.

Investment Planners, Inc., 226 W. Eldorado St., P.O. Box 170, Decatur IL 62525. 217.425.6340

Tax information is intended to be generic in nature and should not be applied or relied upon in any particular situation without the advice of your own tax attorney or accountant.

IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc. 226 W. Eldorado St., Decatur, IL 62522. 217-425-6340.

 

 

 

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