Topics: Retirement Planning
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2017 Q1 tax calendar: Key deadlines for businesses and other employers
Here are some of the key tax-related deadlines affecting businesses and other employers during the first quarter of 2017. Keep in mind that this…
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It’s critical to be aware of the tax rules surrounding your NQDC plan
Nonqualified deferred compensation (NQDC) plans pay executives at some time in the future for services to be currently performed. They differ from qualified plans,…
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3 mutual fund tax hazards to watch out
Investing in mutual funds is an easy way to diversify a portfolio, which is one reason why they’re commonly found in retirement plans such…
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Offer deferred compensation be careful about compliance
Congress enacted Section 409A of the Internal Revenue Code more than 10 years ago in response to scandals involving Enron and other corporations. If…
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Make a 2015 contribution to an ira before time runs out
Tax credits reduce tax liability dollar-for-dollar, making them particularly valuable. Two valuable credits are especially for small businesses that offer certain employee benefits. Can…
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No changes to retirement plan contributions for 2016
RETIREMENT PLAN CONTRIBUTION LIMITS ARE INDEXED FOR INFLATION, BUT WITH INFLATION REMAINING LOW, THE LIMITS REMAIN UNCHANGED FOR 2016: Type of limit 2016 Limit…
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Mid-Year Retirement Plan Amendments Allowed Under Court Decision
The IRS in Notice 2014-37 is allowing certain 401(k) and 403(m) retirement plans, including 403(b) plans, to make midyear amendments to reflect the U.S.…
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There’s More to Estate Planning Than Saving Taxes
For many people, estate taxes have gone the way of buggy whips and typewriters. Estate planning may be an activity for only the super-rich.…
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Should IRS Outsource Debt to Collection Agencies?
For many people, estate taxes have gone the way of buggy whips and typewriters. Estate planning may be an activity for only the super-rich.…