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 Hidden Wealth Builder: How an Optimized Tax Strategy Keeps More Money in Your Pocket
October 1, 2026
Learn how proactive tax planning, asset location, Roth conversions, and tax-efficient withdrawals can help reduce your lifetime tax burden.
