401K Archives - Horizon Wealth Advisors

Too Much Company Stock in Your 401K?

October 31, 2018January 3, 2017 by Horizon Wealth Advisors

When saving and investing for your retirement, it is important to maintain a balanced and well diversified portfolio. A common (but easily avoidable) mistake is concentrating too much of your nest egg in one investment. This can be especially risky if the concentration is in your company’s stock. Despite the … Read more »

2016-2017 Contribution Limits for IRAs and Retirement Plans

October 31, 2018November 10, 2016 by Horizon Wealth Advisors

The IRS has just released their updated contribution limits for tax deferred savings plans for next year. Since there has been no appreciable inflation for the past year, the contribution limits remain the same as last year, although some of the income thresholds have changed. If you want to begin planning … Read more »

2014-2015 Contribution Limits for IRAs and Retirement Plans

February 6, 2020November 3, 2014 by Horizon Wealth Advisors

The IRS has just released their updated contribution limits for 2015. If you want to begin planning for your 2015 contributions or to maximize your 2014 tax deferred savings, the attached chart will give you the amounts you can contribute and any applicable income limitations for this year and next. Click … Read more »

Contribution Limits for IRAs, 401Ks and SEPs

February 6, 2020March 17, 2014 by Horizon Wealth Advisors

April 15 is the last date to make contributions to your IRA accounts for 2013. The accompanying chart gives the contribution limits for 2013 tax filings. We also provide the 2014 contribution limits for planning. Let us know if we can help or if you have questions. 2014+2013 IRA and … Read more »