Browsing Tag
Taxes
70 posts
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
Required Minimum Distributions must be taken on time to avoid IRS tax penalties. Learn the deadlines and special rules for RMDs.
December 24, 2018
9 Issues 401(k)s 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…
November 30, 2018
Everything to Know About Retirement Plan Provisions in Latest Tax Bill
On November 26, 2018, House Ways and Means Committee Chairman Kevin Brady, R-Texas, introduced a substantial tax package…
November 29, 2018
House Introduces Major Tax, Retirement Savings Legislation
Lame duck legislative action late Monday produced a 300-page package designed to positively impact Americans’ retirement savings and…
November 27, 2018
401(k) Filing Relief for California Wildfire Victims
In the wake of the most destructive California wildfire season on record, the Department of Labor (DOL) has…
November 26, 2018
401(k) Participants Perplexed Over RMDs
Americans are struggling to understand the ins and outs of required minimum distributions (RMDs) from 401(k) plans. The impact…
November 12, 2018
How Much Do 401k Participants Know About Taxes in Retirement?
Benjamin Franklin tried to warn ‘em. “Nothing can be said to be certain except death and taxes,” he…
November 2, 2018
NYT Targets Trump Taxes, Hits 401(k)s Instead
Trump tax strategies face scrutiny, yet remain legal and common among the wealthy, sparking debate over media bias and fairness.
October 9, 2018