Levine Group - Financial Advisors

Levine Group, LLC was founded with the goal of assisting clients in every aspect of their financial lives. As your financial advisor, our professionals 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.

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2016 HSA Changes

The Internal Revenue Service (IRS) issued Revenue Procedure 2015-30 providing the 2016 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 $6,550 For family coverage: • The annual contribution limits may not exceed $6,750 • The annual deductible must be at least $2,600 • The annual out-of-pocket limits may not exceed $13,100 See table below:      

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Mike Levine awarded coveted AIF® Designation!

  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.

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2016 Retirement Plan Contribution Limits

  The IRS has released the 2016 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 2016 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)    

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