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401(k) Hardship Withdrawals - Made Easier by the 2018 Budget Act

Hardship withdrawals from 401(k) and 403(b) plans will be soon become less restrictive under the provisions of the recently-passed Bipartisan Budget Act

Tax Reform Bill Includes Extension of Time to Repay Retirement Plan Loans

With sweeping tax reform going into full effect last month, many 401(k) participants are wondering how and if their plans will be affected. The answer

| 1.30.2018

Jason Staley tackles the question of how the new tax law affects muni bond holders.

State tax deductions changes may change the appeal of Munis. Read Jason Staley’s thoughts in the Financial Advisor IQ article “Why Munis Won’t

2018 Retirement Plan Limitations

Update to the original article: On October 13, 2017, the Social Security Administration (SSA) announced that the maximum amount of earnings subject to

IRS Announces Updates for Contribution Limits and Income Thresholds for Retirement Plans in 2018

Employees who participate in 401(k), 403(b) or 457(b) plans will be able to contribute up to $18,500 in 2018, up from $18,000 for 2017. This limit is aggregated

Who Has an HSA?

With the recent turmoil in Congress over health care mandates, one thing has become crystal clear: Health Savings Account (HSA) may be your best option.

Equifax Breach - Are You One of the 143 Million Affected?

Credit Agency Compromise On Thursday September 7th Equifax, one of the main credit reporting and monitoring services, announced their system had been breached.

Plan Sponsors: Still Think Your Retirement Plan Is Only About The Investment Menu?

While the DOL fiduciary rule now has a full compliance date of January 1st, 2018, generally, the applicability date was June 9, 2017. Regardless of this

Maximizing Retirement Benefits for Key Employees

As a general rule, the Internal Revenue Code requires that a qualified retirement plan cannot discriminate in favor of highly compensated employees (HCEs)

Safeguard an Important Benefit

Do you review? It is a great habit to cultivate. If you are employed, you typically have an annual open enrollment for benefits. Take time to review healthcare,

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