As this year ends and choices are made about funding contributions for next year, Qualified Plan Advisors wants to be a resource. Our Tax Guide reflects limits for various retirement plans with respect to 2019 as well as the preceding two years. Please contact one of our advisors with questions – as a reminder our team of professionals include: attorneys, CPA’s and CFP® professionals.

For any questions regarding our tax guide, please reach out to Mike Smoots at [email protected].

QPA Tax Guide

The guide does not address the impact of 2017’s Tax Reform on pass-through entities (i.e. LLC’s, partnerships, sole proprietors, et cetera) and the opportunity to take a 20% deduction on qualified business income (QBI). Conditions apply to QBI, and you should have conversations with your tax professional about leveraging this significant change in the Code.

This guide is provided as general education. Please consult with your tax adviser for specific questions. Consultations with QPA and its advisors are not provided as tax or legal advice.

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