Higher Income Taxpayers Beware: Tax Increases May Be Coming

Higher Income Taxpayers Beware: Tax Increases May Be Coming

The House Ways and Means Committee has released a list of proposed tax changes. As you read, notice that the provisions apply to higher income taxpayers.
Double-Check the Rules on Spousal Consent for 401(k) Distributions

Double-Check the Rules on Spousal Consent for 401(k) Distributions

Some 401(k) plans require spousal consent whenever a participant takes a distribution. Others don’t require spousal consent for distributions or loans.
The Top Five Benefits of 401(k) Profit-Sharing Plans

The Top Five Benefits of 401(k) Profit-Sharing Plans

Are you an employer looking for an attractive employee benefit that lets you plan contributions around revenues? Consider a 401(K) profit-sharing plan.
Symbol for decreasing pensions. Dice placed on stacks of coins form the word "PENSION".

Consider a Lift-Out to De-Risk Your Defined Benefit Pension Plan

Private sector employers are retreating from the DB pension model. A “lift-out” is common to settle liabilities for vested benefits of active employees.
New Business? It’s a Good Time to Think About Retirement Plans

New Business? It’s a Good Time to Think About Retirement Plans

Have you recently launched a business? You may want to think about tax-favored retirement plans for yourself and your employees.
Are SIMPLE and SEP Plans the Right Options for Your Small Business?

Are SIMPLE and SEP Plans the Right Options for Your Small Business?

Are you thinking about setting up a retirement plan for yourself and your employees? Two options to consider are the SEP or the SIMPLE.
How Can the Saver's Credit Help You Save for Retirement?

How Can the Saver's Credit Help You Save for Retirement?

Low- and moderate-income workers can take steps to save for retirement and earn a special tax credit. This credit is called the saver's credit.
Don't Miss Out on the Opportunity for a Spousal IRA

Don't Miss Out on the Opportunity for a Spousal IRA

One frequently overlooked tax benefit is the spousal IRA. They allow a non-working or low-earning spouse to contribute to his/her own IRA, or spousal IRA.