On November 1, 2024, the IRS announced cost-of-living adjustments to dollar limitations for pension plans and other retirement-related items for the 2025 tax year. The Internal Revenue Code mandates that the Secretary of the Treasury make these annual adjustments. Some highlights are: * Due to new Secure 2.0 optional provision Download PDF
Long time readers of our newsletter know that we are not fond of market narratives – stories built on an ounce of truth and a pound of nonsense. They are the modern equivalent of ghost stories… but for old(er) people. The latest narrative involves rising interest rates in the US. The story tellers begin with a 6-week chart showing rapidly rising rates and they tie the rise in rates to a new fear of fiscal deficits and tariffs. This is…
Comperio Retirement Consulting has been named one of the largest 100 Investment Consultants in the United States according to Pension & Investments (P&I) for the past 8 years
