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24
NOV
2021
Business owners: If your company offers a qualified retirement plan, such as a 401(k), you need to know how the IRS recently adjusted many of the key dollar limits and thresholds related to plan administration.

IRS announces adjustments to key retirement plan limits

Business owners: If your company offers a qualified retirement plan, such as a 401(k), you need to know how the IRS recently adjusted many of the key dollar limits and thresholds related to plan administration.
26
OCT
2021

Thinking about participating in your employer’s 401(k) plan? Here’s how it works

If you’re fortunate to have an employer offering a 401(k) plan, you may wonder if you should participate. Here are the basic features of these plans.
07
JUL
2021
If your business sponsors a 401(k), you and your participants will be happy to learn that the IRS has extended relief from the “physical presence” requirement related to plan signatures. Details here.

IRS extends administrative relief for 401(k) plans

If your business sponsors a 401(k), you and your participants will be happy to learn that the IRS has extended relief from the “physical presence” requirement related to plan signatures. Details here.
25
FEB
2021
Some businesses eventually opt to take their 401(k) plans to the next level by offering designated Roth contributions. However, this isn’t a decision to take lightly.

Should your business add Roth contributions to its 401(k)?

Some businesses eventually opt to take their 401(k) plans to the next level by offering designated Roth contributions. However, this isn’t a decision to take lightly.
09
FEB
2021
How much can you contribute to an IRA for 2021? How much is the standard deduction? Here are some Q&As about these and other tax-related amounts for 2021.

2021 individual taxes: Answers to your questions about limits

How much can you contribute to an IRA for 2021? How much is the standard deduction? Here are some Q&As about these and other tax-related amounts for 2021.
08
DEC
2020
Maximize your 401(k) plan to save for retirement

Maximize your 401(k) plan to save for retirement

Have you been contributing enough to your employer’s 401(k) plan or Roth 401(k)? Here are the contribution limits for this year and the recently announced limits for 2021.
26
OCT
2020
New business? It’s a good time to start a retirement plan

New business? It’s a good time to start a retirement plan

Entrepreneurs: Don’t ignore saving for retirement. Here are the basics of tax-favored plans to help build your nest egg.
07
APR
2020
INDIVIDUAL TAX BRIEF FOR APRIL 7

CARES ACT changes retirement plan and charitable contribution rules

During the COVID-19 crisis, many people and charitable organizations need cash. The new CARES Act may provide some solutions.
26
FEB
2020
BUSINESS BRIEF FOR FEBRUARY 26

Give your 401(k) plan a checkup at least once a year

The health and well-being of your 401(k) plan calls for regular attention and care. Here are some important issues to examine.
28
JAN
2020
INDIVIDUAL TAX BRIEF FOR JANUARY 28

Answers to your questions about 2020 individual tax limits

Not all tax figures are annually adjusted for inflation or change due to legislation. But many do. Here are some Q&As about tax-related figures for 2020.
12