Intranet Dashboard - Home Page
FOR INTERNAL USE AND NELSON SECURITIES EMPLOYEES ONLY
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Retirement Maximums
IRA MAXIMUM CONTRIBUTION LIMITS
- 2023 IRA: $6,500 - OVER 50: $7,500
- 2024 IRA: $7,000 - OVER 50: $8,000
401k MAXIMUM CONTRIBUTION LIMITS
- 2023 401k: $22,500 - OVER 50: $30,000
- 2024 401k: $23,000 - OVER 50: $30,500
RMD
- Before 1/1/1951, RMDs have started and nothing changes
- Between 1/1/1951 and 12/31/1959, RMDs must start at 73
- After 1/1/1960, RMDs will begin at age 75
Client Forms
*updated - New Account Kits
Change of Address, etc.
Links to Custodians/Funds & Lookup