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Financial Resources & Insights

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IRA and Retirement Plan Limits for 2021

The IRS publishes annual updates to IRA and retirement plan contribution and earning limits for eligible participants. Many IRA and retirement plan limits are indexed for inflation each year. While some of the limits remain unchanged for 2021, other key numbers have increased.

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Year-End Charitable Giving 2019

When making charitable gifts at the end of a year, you should consider them as part of your year-end tax planning. Typically, you have a certain amount of control over the timing of income and expenses. You generally want to time your recognition of income so that it will be taxed at the lowest rate possible, and time your deductible expenses so they can be claimed in years when you are in a higher tax bracket.

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