Retirement Plan Limits 2022
Here are limits on retirement plan contributions.
The New Year Is Coming. 4 Things Every Plan Sponsor Should Be Thinking About For 2021
As we are well into the third-quarter of 2020, if you are a plan sponsor it's time to start preparing for 2021. Here are 6 things you should take into consideration when it comes to offering health benefits to your employees.
The CARES Act Has Waived RMD Distributions for 2020. Here's What You Should Know.
The CARES Act has allowed retirees to forego taking their RMDs for the rest of 2020. Learn why this could be a money-saving move and what else you need to know with this quick guide.
The SECURE Act Has Passed. What Does it Mean for Your Retirement?
New legislation has passed. Discover what has changed and how it could make a major impact on your retirement savings.
Not Itemizing Deductions for Your Charitable Gift Anymore? Retirees May Have a Valuable Workaround: Qualified Charitable Distributions
The Tax Cuts and Jobs Act that went into effect in 2017 materially raised the standard deduction. This increase has sharply cut into the number of filers who will itemize their tax deductions. However, if you’re a retiree over age 70½, you have a potential workaround that preserves the tax benefits of giving, even if you don’t itemize!