The Internal Revenue Service today announced cost‑of‑living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2016. In general, the pension plan limitations will not change for 2016 because the increase in the cost-of-living index did not meet the statutory thresholds that trigger their adjustment. However, other limitations will change because the increase in the index did meet the statutory thresholds.
A Clear Guide to Incentive Stock Options (ISOs) for Retirement
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Demystify ISOs! Learn how these stock options work, their tax implications, and strategic planning for a secure retirement.
