Retirement – Page 5 – Fiducial Blog

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

September 24, 2021

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

A win-win proposition: A CRT can benefit you and your favorite charity

August 23, 2021

What can a CRT do for you? A CRT can convert assets into lifetime income, provide a current tax deduction and leave the remainder to charity.

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

August 16, 2021

Private sector employers are retreating from the DB pension model. A “lift-out” is common to settle liabilities for vested benefits of active employees.

How Can Eldercare Qualify as a Medical Deduction?

July 30, 2021

The cost of eldercare may qualify for a deduction as a medical expense. But as with anything tax-related, there are many factors to consider.

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

July 5, 2021

Have you recently launched a business? You may want to think about tax-favored retirement plans for yourself and your employees.

Many Tax Amounts Affecting Businesses Have Increased for 2021

March 10, 2021

Tax-related limits that affect businesses are annually indexed for inflation. Here’s Fiducial’s list of some important changes for your business for 2021.

retirement plan label on document folder

The Consolidated Appropriations Act (CAA) and Retirement Benefits

February 19, 2021

The CAA includes many provisions addressing economic hardships caused by the pandemic. Here's what you need to know about the CAA and retirement benefits.

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

February 1, 2021

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.