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.
The Three Core Pillars of a Successful Retirement Plan
August 28, 2025
Design your retirement with vision, money, and time. Build flexibility, reduce risk, and align cash flow with the life you want.
