Pension Corporation of America Wealth Management Pension Corporation of America 2133 Luray Avenue Cincinnati, OH 45206 513-281-3366 fax 513-281-1799 wealthmanagement@pencorp.com www.pencorp.com
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2025 Key Numbers
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 | Education Planning Coverdell education savings account limits, education
loan interest deduction limits, American Opportunity and Lifetime Learning
Credits, and more.
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 | Estate Planning
Annual gift tax exclusion, estate tax applicable
exclusion amount, gift tax applicable exclusion amount, GSTT exemption, and
more. | More Details |
 | Retirement Planning Elective deferral limits, IRA contribution limits,
additional "catch-up" limits, traditional deductible IRA and Roth IRA
compensation limits, and more.
| More Details |
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Advisory Services Offered Through PCA Investment Advisory Services, Inc. Securities Offered Through L.M Kohn & Company 10151 Carver Road, Ste. 100., Cincinnati, OH 45242 Member FINRA/SIPC And a Registered Broker-Dealer not affiliated with PCA Investment Advisory Services, Inc. |
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2025. |
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