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401(k)

2020 Retirement Plan Limits

Submitted by Tri-Circle Financial Strategies on November 8th, 2019

The IRS has announced the dollar limits for contributions and benefits in retirement plans and certain deferred compensation plans for 2020.  The limit for 401(k) elective deferrals has increased from $19,000 to $19,500 and the catch up for those 50 or over has also increased by $500 to $6,500.  That means the maximum deferral for age 50+ will be $26,000 in 2020.  See the at

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  •   1633 E. 4th Street, Suite 216, Santa Ana, California 92701
  •   rachel@tricirclefinancial.com
  •   714-560-9022
  •   bill@tricirclefinancial.com
  •   714-560-1679

William Sornstein
1633 E. 4th Street, Suite 216
Santa Ana, CA 92701
CA Insurance #0539924

Rachel Owens
1633 E. 4th Street, Suite 216
Santa Ana, CA 92701
CA Insurance #0714190

Rachel Owens and William Sornstein are Registered Representatives with, and securities and advisory services are offered through, LPL Financial, a Registered Investment Advisor, member FINRA / SIPC.

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