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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2021 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.
| More Details |
 | 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.
This communication is strictly intended for individuals residing in the state(s) of CT, IN, KY and OH. No offers may be made or accepted from any resident outside the specific states referenced. |
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2021. |
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