Marge Martin EA, MAAA, FSPA
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Some 2017 Retirement Limits Likely to Climb
Predictions for next year’s benefit plan limits
Posted September 20, 2016 — Read more -
2016 Savings Opportunities Stand Pat
With both the July and August rates already in hand, there is little doubt that we will not see...
Posted October 1, 2015 — Read more -
IRS, Cycle E: It’s Your Turn—And Maybe Your Last!
IRS budget cuts may result in a decision to curtail the existing determination letter program for individually designed retirement...
Posted July 8, 2015 — Read more -
2015 Savings Opportunities to Rise
With both the July and, as of September 17, August COLA rates in hand, there is little doubt that...
Posted September 19, 2014 — Read more -
More retiree cashouts in the pipeline
Offering to cash out retirees in pay-status can be costly when seeking to buy annuities for the remaining population.
Posted July 7, 2014 — Read more