Sharon Freilich

Sharon Freilich

Pullman & Comley, LLC

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IRS Announces Cost of Living Adjustment (COLA) Limits for 2015 Applicable to Retirement Plans

The Internal Revenue Service has announced the cost of living adjustments (COLA) applicable to dollar limitations for retirement plans for 2015. Several of the limits that currently apply to the 2014 plan year will change for...more

11/5/2014 - COLA Cost-of-Living IRS Pensions Qualified Retirement Plans

New Guidance – Is that Rollover Contribution Valid?

Since 1992, the ability to move retirement money from one qualified plan to another qualified plan or individual retirement account has been simplified. One hiccup in this easing process has been determining the level of due...more

4/11/2014 - DOL EFAST2 Form IRA IRA Rollovers Qualified Retirement Plans Safe Harbors

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