Browsing Tag
Taxes
66 posts
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…
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…
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…
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…
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…
9 Issues 401ks May Face in 2019—And What to Do About Them
Advisors, sponsors and participants, lookout. In an era when Americans are responsible for funding their own retirement through…