UPAL has a long history of providing quality service to health care professionals, but UPAL membership is not limited to the healthcare industry.

Retirement in Sight – February 2017

Presented by UPAL February 15, 2017 Retiring with an Age Difference If you are 10 or 15 years older than your spouse or partner, to what degree should that age gap influence your retirement planning? You will want to consider this question, for it may affect many aspects of your

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Missed Yesterday’s Call? We’ve Got You Covered

Economic & Market Outlook Call – Replay Information If you missed the BOK Financial Economic & Market Outlook Call or would like to listen to the call again, a replay is now available. To access the audio recording: Dial:1.877.344.7529 Access Number: 10098933 The replay will expire on February 1, 2017

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2017 Retirement Plan Contribution Limits

Minor inflation means small, but notable, changes for the New Year. Provided by UPAL January 9, 2017 Each October, the Internal Revenue Service announces changes to annual contribution limits for IRAs and workplace retirement plans. Are any of these limits rising for 2017? Will IRA contribution limits go up? Unfortunately,

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