The Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0) recently became law. Provisions in the law will kick in over several years.
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The IRS announced the 2023 dollar limits and thresholds for 401(k)s and other qualified retirement plans. Changes reflect latest cost-of-living adjustments.
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Year-end is approaching as are the holidays. Before the seasonal celebrations, consider year-end tax planning moves to benefit you for both 2022 and 2023.
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An RMD is a required taxable distribution from a qualified retirement plan. Often associated with traditional IRAs, they also apply to 401(k)s and SEP IRAs.
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Are you familiar with 401(k) retirement funds? Have you established a 401(k) savings? Do you have the option? Are you currently taking advantage of it?
https://blog.fiducial.com/wp-content/uploads/2022/07/FiducialBlogImage--401kSavings_392a1f7c6fec9c7edb5694b95665465d_2000.png788940Kelly Cockerhamhttps://blog.fiducial.com/wp-content/uploads/2024/02/Fiducial-logo-horizontal-black-300x51.pngKelly Cockerham2022-07-27 13:00:192022-07-27 13:00:19What Every Employee Needs to Know About 401(k) Savings
Employers that sponsor a 401(k) plan might wish to amend plans to exclude part-time employees. But can they do this under the rules for qualified plans?