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IRS Issues Fact Sheet on Disaster Relief Distributions and Plan Loans | JD Supra
JD Supra· 23 hours agoHistorically, the IRS and Congress released certain disaster relief exemptions with respect to retirement plans on a disaster-by-disaster basis. The Federal Emergency Management ...
What Is the Maximum Social Security Benefit in 2024?
GOBankingRates via Yahoo Finance· 7 days agoWhile anyone who has worked will earn Social Security retirement benefits, not everyone earns the same. The amount of your monthly benefit can vary...
Understanding HSA Tax Benefits, and If Contributions Are Deductible
247wallst.com· 17 hours agoHealth savings accounts (HSAs) are known as some of the most tax-advantaged savings vehicles...
5 Retirement Destinations Which Would Benefit from a Trump Win in 2024
GoBankingRates via AOL· 3 days agoThe Non-Habitual Resident (NHR) tax regime, though being phased out and replaced by the...
The Different HSA Withdrawal Rules Explained
247wallst.com· 4 days agoWithdrawals from health savings accounts (HSAs) are tax-free as long as these funds cover qualified medical expenses, as defined by the IRS. One of the...
Doubling down on ongoing benefits-focused financial education for employees
BenefitsPRO· 6 days agoAmericans are neither saving enough for retirement nor taking full advantage of their workplace...
2024 Fiduciary Rule – Impact on HSAs and Health & Welfare Plans | JD Supra
JD Supra· 6 days agoThe Department of Labor (“DOL”) recently released a final regulation (the “Fiduciary Rule”) redefining “investment advice” under the Employee Retirement Income Security Act ...
JD Supra: The New Fiduciary Rule
JD Supra· 5 days agoThe regulation defines fiduciary investment advice and the exemptions provide relief from prohibited conflicts and compensation resulting from fiduciary recommendations to private sector < ...
How To Talk to Clients About Whether or Not Roth IRAs Are Right for Them
Investopedia· 7 days agoAmericans are less confident these days that their current retirement savings will be enough to...
12 Low-Stress Jobs You Can Do in Retirement
SmartAsset via AOL· 6 days agoJust because you retire doesn't mean you have to stop working. And when work is an option rather than a requirement, it's possible to select a low-stress...
