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Investment Education and Financial Planning Seminars.
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Montgomery County
Employee Retirement Plans

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Important Announcement... The Internal Revenue Service has announced that the limits for 2015 will increase from the 2014 levels.  The annual maximum pretax contribution limit is set at $18,000 for the 2015 calendar year.  The 50 - Plus Catch-Up limit for participants over 50 is $6,000.  If you are eligible for the 3-year Catch-Up, you may be able to defer up to $36,000.  Click Here for more information or contact the onsite Fidelity counselor at 240-777-8228 for further details.