Kelley & Mullis Financial Updates

Written material is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary, therefore, the information should be relied upon when coordinated with individual professional advice.

Looking to 2015: Retirement Plan Changes

What the future holds for retirement plans

The Good News

401(k) and 403(b) Plans

At the start of 2015, participants in 401(k) and 403(b) plans will have contribution limits. A participant will be eligible to contribute up to $18,000, a $500 increase over 2014. Additionally, the catch-up...

Identity Theft Related To Tax Returns

So far this year, taxpayers have forwarded to the IRS tens of thousands of emails reflecting identity theft scams that employ phishing – the practice of tricking the recipient into revealing confidential financial information. 

Who will spend your tax refund?

Thieves use the...

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Phone: (205) 733-8006

Fax: (205) 733-8870

Email: info@kmwealthmanagement.com

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Registered Representatives offer securities through Securities America, Inc.
Investment Advisor Representatives offer financial advice through Securities America Advisors, Inc.
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