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  • November 2024

Archive for November, 2024

IRS Releases More Cost-of-Living Adjusted Limits for 2025 Notice 2024-80

On Friday, November 1, 2024, the Internal Revenue Service announced in Notice 2024-80 the cost of living adjustments applicable to dollar limitations for qualified retirement plans, and other limits for tax year 2025.  The important limits are provided below:  401(k), 403(b) & 457(b) deferrals $23,500 Catch-up 401(k), 403(b) & 457(b) $7,500 415(c) Limit  $70,000 Annual Compensation Limit $350,000 HCE Compensation Limit  $160,000 Maximum Pension at age 62 $280,000 SIMPLE Deferrals  $16,500 SIMPLE Catch-up $3,500 SEP Minimum Compensation  $750 Key Employee Limit, Officer Test   $230,000 IRAs for individuals age 49 & below  $7,000 IRAs for individuals age 50 & above $8,000 The 2024… Read More