Retirement – Page 7 – Fiducial Blog

Tax-Planning Opportunities for Year-end That You Should Not Miss

November 16, 2020

2020 has more than the usual tax-planning opportunities. Schedule a tax-planning appointment before year-end to enjoy tax benefits and strategies for 2020.

Closing Your Business Amid the Pandemic? Know Your Tax Obligations

November 11, 2020

Has the pandemic forced the closing of your business? If so, Fiducial will assist you in taking care of the tax obligations that must be met.

Extended Benefit Claims and Appeals Periods During COVID-19

October 12, 2020

Federal agencies extended certain claims and appeals periods. These claims and appeals periods apply for employee pension benefits plans subject to ERISA.

Traditional IRA and RMD Opportunities to Explore for 2020

September 25, 2020

Many people have taken financial hits this year. However, 2020 does provide some unique tax opportunities for those with traditional IRA accounts.

Health Savings Accounts (HSAs): What You Need to Know

September 23, 2020

HSAs are misunderstood and underused. Congress created them so those with HDHPs could save for medical expenses not covered by insurance.

Qualified retirement plan rules affect COVID-19-related layoffs and rehires

September 11, 2020

Have you laid off employees because of COVID-19? Plan to rehire some of them before 2020 ends? If so, and you offer a qualified retirement plan, listen up!

Safe Harbor 401(k)s: IRS Relief for Midyear Contribution Changes

August 10, 2020

In response to the COVID-19 crisis, the IRS issued Notice 2020-52. It offers sponsors of safe harbor 401(k) plans temporary relief from some requirements.

RMD Waivers and Rollovers Offer Relief to Older Taxpayers

July 7, 2020

The CARES Act brings welcome changes to older taxpayers through RMD waivers and rollovers. Fiducial has all you need to know on these importamt changes!