Browsing Tag
Taxes
70 posts
The Case for Roth Conversions in Market Downturns
In general, investors should refrain from taking panicky actions when markets plummet. A better option is to stay…
IRS Posts CARES Act FAQ for Retirement Plans
If you’ve got questions about the CARES Act, the IRS is here to help (wait, what?) Here are some of the answers to the more common inquiries:
Here Are the 401k Withdrawal Provisions Contained in Coronavirus Bill
As stimulus machinations continue in Washington (the $1.6 trillion bill failed to advance for a second time Monday…
Forgo 401(k) Early Withdrawal Penalty: WSJ
Calls for fiscal relief involving 401(k)s are growing louder, with The Wall Street Journal joining the American Retirement…
Remind Workers About This Retirement Savings Tax Credit
Saver's Credit helps eligible taxpayers cut federal taxes while boosting retirement savings. Learn how to qualify and claim today.
IRS Provides Relief for SECURE Act RMD Changes
There’s a bit of confusion over the age extension for required minimum distributions (RMD) contained in the recently…
Treasury Department Proposes Longer RMD Age Calculations
Longer lifespans have the Treasury Department rethinking RMD calculations. The government body proposed revisions to the age that…
Say No to Sanders’ Wall Street Nonsense
Death by a thousand cuts—a little here, a little there, who’s gonna know? It’s the thinking behind the…
Will SECURE Act Be the End of Stretch IRAs?
In a 417-3 vote, the House of Representatives passed a new tax bill called the SECURE Act, which…
HUD Secretary Carson Pitches ‘Opportunity Funds’: 2019 SALT Conference
“We’re presiding over a historic moment in our nation’s history, one of job creation, high employment, growth and…