January 2017 - New Year Tax Information

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Thank you for the trust you have placed in me to help you reach your financial goals. Our focus on interactive planning affords our clients the clarity and comfort to navigate market fluctuations and the education and confidence to make complex decisions. I am honored and humbled by the opportunity to serve you this past year and look forward to another year together.

As we approach this year's tax season there are a couple items to keep in mind....

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IT'S A GIRL!


	Baby Jessie Magby

Becky and her family are excited to announce the birth of:

Jessie Caterina Rozalyn Magby

Born: January 5th at 11:03am

Weight: 7 lbs 13 oz

Length: 20.5 inches

Becky & baby are doing well and she will see you all again in March.

Click here to send well wishes

2017 Retirement Contribution Limits

The contribution limits for retirement accounts have not changed from the 2016 amounts. Below are the contribution limits for 2017.

2016 Retirement Plan Maximum Contribution Limits	Amounts
401(k), Ind ividual 401(k), 403(b) and 457 Plans
Elective Deferral Limit	$18,000
Catch-Up Contribution Limit (over age 50)	$6,000
SIMPLE and SEP IRAs
SIMPLE IRA Elective Deferral Limit	$12,500
SIMPLE IRA Catch-Up Contributions Limit (over age 50)	$3,000
SEP IRA Annual Addition (Contribution) Limit (25% of compensation)	$54,000
Annual Compensation Limit	$270,000
Individual Retirement Account (IRA) Contribution Limits
Standard Contribution	$5,500
Catch-Up Contribution (over age 50)	$1,000

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We hope you find this information helpful in making those important financial decisions. If you have any questions, we welcome you to contact our office.

Sincerely,

Sandra J. Wagner, CFP®

Wagner Planning
503-342-0038

Securities and advisory services offered through SII Investments, Inc.® member FINRA/SIPC and a registered Investment Advisor.

SII Investments, Inc.® & Wagner Planning are separate companies.