Topics: Retirement Planning
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Q1 Tax Deadlines for Businesses
Key Q1 employer tax filing deadlines including W-2, 1099-MISC, Form 941, Form 940, and Form 945 due dates for businesses.
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NQDC Plan Tax Rules Every Executive Should Know
NQDC plan tax rules under Section 409A: deferral deadlines, distribution triggers, employment taxes, and penalties executives must know.
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Mutual Fund Taxes: 3 Costly Hazards Every Investor Should
Mutual fund taxes surprise many investors. Avoid these three costly hazards: high turnover, missed cost basis, and year-end distributions.
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Nonqualified Deferred Compensation Plan: 409A Rules
Section 409A governs nonqualified deferred compensation plans. Learn the deferral election, payment timing, and penalty rules employers must follow.
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Small Business Tax Credits for Employee Benefits
Small business tax credits cut your tax bill dollar-for-dollar. Learn which employee benefit credits you qualify for and how to claim them.
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Retirement Plan Contribution Limits for 2016: No Changes
Retirement plan contribution limits for 2016 stayed the same due to low inflation. See all 401(k), IRA, and catch-up limits.
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Mid-Year Retirement Plan Amendment Rules After the Windsor
The IRS allows mid-year retirement plan amendments to 401(k) and 403(b) safe harbor plans following the Supreme Court’s Windsor decision. Learn the rules and…
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Estate Planning Is About More Than Saving on Taxes
Estate planning covers far more than tax savings. Learn why wills, trusts, healthcare directives, and guardianship decisions matter for every family.
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Estate Planning: Why You Need More Than Just a Will
Estate planning protects your family and assets whether you’re wealthy or not. Learn why a will alone isn’t enough and which documents you need.