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2021 Annual and Operational Fees - Wells Fargo Advisors
saf.wellsfargoadvisors.com8. All Advisory accounts (excluding ERISA plans, SEPs, SIMPLE IRA) will incur a Platform Fee of 0.059% annually as reflected in the Client Agreement and Advisory Program Disclosure document. This amounts to approximately 0.01475% quarterly. The Platform
2020 Limitations Adjusted as Provided in Section 415(d), etc.
www.irs.govemployee pensions (SEPs) remains unchanged at $650. The limitation under section 408(p)(2)(E) regarding SIMPLE retirement accounts is increased from $13,500 to $14,000. The limitation on the aggregate amount of length of service awards accruing with respect to any year of service for any bona fide volunteer under section
Tax Tables 2021 Edition - Morgan Stanley
www.morganstanley.comday to contribute to most employer -sponsored retirement plans, including SEPs and profit sharing plans for 2020 if the federal income tax return deadline for the business that maintains such plans is April 15, 2021, and federal income tax return extension was filed for such business.
Rev. Proc. 2021- 30 TABLE OF CONTENTS PART I. …
www.irs.govRev. Proc. 2021- 30 . Page 5 of 140.06 Failure to timely pay the minimum distribution required under § 401(a)(9) ..93.07 Failure to obtain participant or spousal consent for …