Market & Rate Update

Market Commentary - Periodically we'll include an updated attachment below.  Contact us any time with questions we can help you address. 608-254-6600

Mortgage interest rates - Click on the subpage link below for the latest mortgage rates.

See the attached press release from the IRS with the 2013 Limits.  PDF file below.

Annual Qualified Plan Limits

2014

2013

401(k), SARSEP, 403(b) Plan Deferrals (Section 402(g)) & 457 Plan deferrals (Section 457(b)(2))

$17,500

$17,500

401(k), 403(b), 457 & SARSEP additional "catch-up" contributions for employees age 50 and older

$5,500

$5,500

Defined contribution plan dollar limit on additions 
(Section 415(c)(1)(A))

$52,000

$51,000

Defined benefit plan limit on benefits (Section 415(b)(1)(A))

$210,000

$205,000

Maximum compensation used to determine contributions

$260,000

$255,000

SIMPLE deferrals (Section 408(p)(2)(A))

$12,000

$12,000

SIMPLE additional "catch-up" contributions
for employees age 50 and older

$2,500

$2,500

Compensation defining highly compensated employee
(Section 414(q)(1)(B))

$115,000

$115,000

Compensation defining key employee (officer)

$170,000

$165,000

The compensation amounts under Section 1.61‑21(f)(5)(i) of the Income Tax Regulations concerning the definition of "control employee" for fringe benefit valuation purposes

$105,000

$100,000

Compensation triggering Simplified Employee Pension (SEP) contribution requirement (Section 408(k)(2)(c))

$550

$550

IRAs

2014

2013

Traditional and Roth IRA Individual, up to 100% of earned Income

$5,500

$5,500

Roth and traditional IRA additional annual "catch-up" contributions for account owners age 50 and older

$1,000

$1,000

 

Subpages (1): Mortgage Rates
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APEXX LLC,
Oct 30, 2012, 7:38 AM
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APEXX LLC,
Oct 18, 2012, 12:53 PM