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Retirement Plan Benefits: The CARES Act and Other Tax Planning Considerations
The National Law Review· 1 day agoThe Act includes provisions that will provide some flexibility for individuals related to retirement accounts. Under current law, individuals are required to withdraw minimum ...
The 5 years before retirement are critical — get it wrong and you can kiss your big plans goodbye....
Moneywise via Yahoo Finance· 3 days agoCertain tax planning strategies could also help. If you’re 50+ and haven’t maxed out your...
A Q&A and More Delay: IRS Begins to Issue Clarifying Guidance on SECURE 2.0 Provisions
The National Law Review· 1 day agoIN DEPTH SECTION 101 – AUTOMATIC ENROLLMENT AND ESCALATION SECURE 2.0 requires new 401(k) and 403(b) retirement plans with a cash or ...
Choosing the best retirement plan for you
CNN.com· 4 days agoFrom individual retirement plans to retirement plans for self-employed workers to employer-sponsored retirement plans, there are plenty ...
Voluntary UC Retirement Savings Program
UC Newsroom· 16 hours agoIn addition to your primary (required) retirement benefits, you may need to save additional money to have the standard of living you want in retirement.
403(b) Compliance Check - Universal Availability and the Student-Employee and Part-Time Employee...
JD Supra· 4 days agoIf you administer a 403(b) plan you should be familiar with the term “universal availability”. This concept means that, as a general ...
I Want to Retire 20 Years or Fewer. Is It Still Possible For Me?
SmartAsset via Yahoo Finance· 20 hours agoPlanning for retirement is a massive and complicated undertaking. The details of what's possible...
Bipartisan Legislation Proposed to Promote Student Loan Repayment Retirement Benefits
The National Law Review· 3 days agoIn late December, US Senator Ron Wyden introduced the Retirement Parity for Student Loans Act (Student Loan Act), which would allow employers to make matching contributions ...
Last-Minute Guidance Leaves Little Time for Long-Term, Part-Time Employee Changes
The National Law Review· 4 days agoConsistent with this goal, these laws broadened the retirement plan minimum eligibility rules—i.e., the rules that govern how long employees can be asked ...
What Will My Lifestyle Look Like If I Retire at 55?
SmartAsset via AOL· 5 days agoBut you may run into a snag when trying to take money from those accounts before age 59 ½. First, there...rule says that if you get fired, laid off or...
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