Transamerica Institute

Retirement Legislative and Administrative Updates

Welcome to the Legislative Ledger. Jonathan Anderson, a TCRS contributor, regularly monitors any legislative and administrative guidelines that are under consideration that might impact the retirement planning industry. TCRS tracks the developments so that it may continue to bring awareness and up-to-date information to the retirement plan community.We strive to provide the information you need to stay informed and to provide comprehensive summaries of the issues at hand, including annual pension plan limitations.


2016

Saver's Credit Limitations for 2017

IRS has announced the adjusted gross income limitations for the Saver's Credit for tax year 2017: $62,000 for married couples filing jointly; $46,500 for heads of household; and $31,000 for singles, married filing separately or qualifying widow(er).


2015


2014


2013


2012


2011


2010


2009


2008


2007


2006


2005


2004

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