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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.
29
JUN
2021
Married spouses who don’t work outside the home may still be able to contribute to an IRA. Here are the rules for 2021 for spousal IRAs.

Are you a nonworking spouse? You may still be able to contribute to an IRA

Married spouses who don’t work outside the home may still be able to contribute to an IRA. Here are the rules for 2021 for spousal IRAs.
08
JUN
2021
Tax planning is still important after you retire. Here are some of the tax implications of retirement.

Retiring soon? 4 tax issues you may face

Tax planning is still important after you retire. Here are some of the tax implications of retirement.
12
APR
2021
Small business owners are sometimes reluctant to set up retirement plans because of the administrative burdens. Here are two options to consider that have less stringent requirements than traditional qualified retirement plans.

Simple retirement savings options for your small business

Small business owners are sometimes reluctant to set up retirement plans because of the administrative burdens. Here are two options to consider that have less stringent requirements than traditional qualified retirement plans.
02
MAR
2021
Saving for retirement can help make your future brighter. Recent tax law changes might allow you to save more with your IRA or retirement plan.

Retiring soon? Recent law changes may have an impact on your retirement savings

Saving for retirement can help make your future brighter. Recent tax law changes might allow you to save more with your IRA or retirement plan.
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.
23
FEB
2021
Saving now for retirement is one of the best moves you can make to help ensure financial security. If you’re eligible, you still have time to contribute to an IRA or SEP and save on your 2020 tax return.

Didn’t contribute to an IRA last year? There still may be time

Saving now for retirement is one of the best moves you can make to help ensure financial security. If you’re eligible, you still have time to contribute to an IRA or SEP and save on your 2020 tax return.
08
FEB
2021
How much do your employees have to earn in 2021 before they can stop paying Social Security tax? How much can they contribute to 401(k) plans this year? Here are the answers to these and other questions about tax-related inflation adjustments and changes affecting businesses.

Many tax amounts affecting businesses have increased for 2021

How much do your employees have to earn in 2021 before they can stop paying Social Security tax? How much can they contribute to 401(k) plans this year? Here are the answers to these and other questions about tax-related inflation adjustments and changes affecting businesses.
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.
12