Browsing Tag
Taxes
67 posts
Forgo 401k Early Withdrawal Penalty: WSJ
Calls for fiscal relief involving 401ks are growing louder, with The Wall Street Journal joining the American Retirement…
March 20, 2020
Remind Workers About This Retirement Savings Tax Credit
With tax season in full swing, it’s once again time to remind plan sponsors and participants about an…
February 3, 2020
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…
January 27, 2020
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…
November 8, 2019
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…
May 29, 2019
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…
May 28, 2019
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…
May 9, 2019
Bill Allows Penalty-Free Retirement Account Withdrawals for Furloughed Workers
A new bill will allow federal employees to withdraw funds from their retirement accounts without being penalized. Introduced…
January 22, 2019
Top 401(k) Marketing Story of 2018: Best Cities to Retire
That would be Lancaster, PA! Don’t everyone say “Florida” at once. It’s actually Lancaster, Penn., according to U.S. News…
December 29, 2018
Don’t Forget! Retirement Plan RMDs Due Soon
Like failing to update beneficiary information, taking required minimum distributions is one of those (somewhat) simple things too…
December 24, 2018