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
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
Are you an employer looking for an attractive employee benefit that lets you plan contributions around revenues? Consider a 401(K) profit-sharing plan.
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
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 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?
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.