Tag: 2017

Atlanta Financial’s Cathy Miller Receives the Women’s Choice Award® as Highly Recommended Financial Advisor by Women for Women

Atlanta – July 27, 2017 – Atlanta Financial Associates, an independent financial advisory firm, today announced that Cathy C. Miller, MBA, CFP®, CRPS®, CDFA™, has received the Women’s Choice Award ® for Financial Advisors and Firms. As the leading advocate for female consumers, WomenCertified Inc. selected Miller based on rigorous research, 17 objective criteria and additional points of reference that provided feedback regarding her service and practices.

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Can the IRS Waive the 60-Day IRA Rollover Deadline?

If you take a distribution from your IRA intending to make a 60-day rollover, but for some reason the funds don’t get to the new IRA trustee in time, the tax impact can be significant. In general, the rollover is invalid, the distribution becomes a taxable event, and you’re treated as having made a regular, instead of a rollover, contribution to the new IRA. But all may not be lost.

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Key Retirement and Tax Numbers for 2017

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction and personal exemption amounts. Here are a few of the key adjustments for 2017.

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IRS Announces 2017 Retirement Plan Contribution Limits

On October 27, 2016, the Internal Revenue Service announced its annual cost-of-living adjustments for 2017 retirement plan-related items. A key change this year is that the defined contribution limit is increasing from $53,000 to $54,000. All other contribution limits will remain the same.

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