Levine Group, Inc. was founded with the goal of assisting clients in every aspect of their financial lives.
As certified financial advisors, we strive to provide thorough and personal service. We aim to help each client achieve their financial goals. Our financial advisors provide expert 401k, retirement planning services and a full array of personal and business financial resources.
The Internal Revenue Service (IRS) issued Revenue Procedure 2014-30 providing the 2015 inflation adjusted contribution, deductible, and out-of-pocket spending limits for Health Savings Accounts (HSA).
The limits are as follows:
For self-only coverage:
• The annual contribution limits may not exceed $3,350
• The annual deductible must be at least $1,300
• The annual out-of-pocket limits may not exceed $6,450
For family coverage:
• The annual contribution limits may not exceed $6,650
• The annual deductible must be at least $2,600
• The annual out-of-pocket limits may not exceed $12,900
Please click on table below for more information:
Mike was recently awarded the AIF®, Accredited Investment Fiduciary designation, allowing him to bring more expertise and skills to his retirement plan clients. The AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. This designation in one of many Mike has earned to help Levine Group achieve its client’s goals.
On September 20th thru the 22nd Levine Group and their families visited Chicago, IL for fun and team building! Everyone enjoyed the sigh-seeing, museums, great food and a lot of walking. Our team continually tries to build relationships with our clients as well as amongst ourselves. With our batteries recharged we are once again committed to increase the value of all our relationships.
The IRS has released the 2015 Retirement Plan Contribution Limits:
Participant Elective Deferral $18,000 (increase from $17,500 for 2014)
Participant Catch-Up $6,000 if age 50 or older (increase from $5,500 for 2014)
IRA and Roth IRA 2015 Limits:
IRA or Roth IRA $5,500 Contribution if under the age of 50 (did not change for 2015)
IRA or Roth IRA Catch-Up $6,500 Contribution if age 50 or older (did not change for 2015)
Securities and Investment Advisory Services offered through NFP Advisor Services, LLC, Member
FINRA/ SIPC. Levine Group, LLC
and NFP Advisor Services, LLC are not affiliated.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of
NFP Advisor Services, LLC. may only conduct business with residents of the states and jurisdictions in which they are properly
registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on
this site are available in every state and through every representative or advisor listed. For additional information, please contact
the NFP Advisor Services, LLC. Compliance Department at 512-697-6000