Your organization may be able to gain long-term clients and more deposits by promoting IRAs as an investment vehicle for every consumer group.
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The Link can make administering your retirement, education, and health savings plans easier and help you grow your business. Tour The Link to learn how to find what you need—and what you may have been missing.
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Once a merger or acquisition has taken place, your organization may need to carry out additional tasks to complete the transition of your IRA program. Implementing a few standard procedures will help ensure that nothing is missed.
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The Retirement Enhancement and Savings Act of 2019 (RESA) is the latest version of a retirement reform bill that, if passed, would make many significant changes to the retirement savings landscape.
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Looking at the road map for 2019, take note of what may be ahead for retirement savings-related changes. Here are some key items to watch for.
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Understanding how IRA programs are affected by a merger or acquisition—and what to do about it—can save your organization from compliance failures, hefty IRS penalties, and potential lawsuits.
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Still not clear on the one-per-12-month rollover rule? Here’s a quick review to better your understanding. Use it to help your IRA clients who may be contemplating a rollover avoid putting their IRA savings in jeopardy.
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The 2019 instructions for IRS Forms 1099-R and 5498 are now available, with a few notable changes in addition to standard updates.
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How do transfers and rollovers differ? How are they reported to the IRS? What are the restrictions?
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Both the IRS and Department of Labor have provided their own guidance for tax-related deadline relief to those affected by the wildfires in certain California counties.
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Higher education expenses can be overwhelming, even for the most diligent 529 account savers. Some of your clients may want to consider supplementing their education savings with Roth IRA savings to help pay for college.
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The IRS has updated its list of tax-related time-sensitive acts that may be postponed due to federally-declared disasters or service in the Armed Forces.
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IRS Notice 2018-90 extends the transition period to January 1, 2020, for satisfying withholding and reporting requirements when paying out an abandoned IRA to the state.
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The Roth IRA is 20 years old and still growing. Discover the latest trends, most recent statistics, and current developments surrounding this unique retirement savings tool.
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It’s been 20 years since the Roth IRA was created. Here are some quick facts about this popular retirement savings vehicle.
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The Roth IRA has evolved over the past 20 years as a result of its legislative history. Take a look at some of the more significant legislative developments since the Roth IRA was created.
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The “mega Roth” strategy, a new approach to retirement saving, is a way for some retirement plan participants to maximize their savings using Roth IRAs or retirement plan designated Roth accounts.
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Quick Reference Tool: Current Roth IRA contribution eligibility phase-out ranges
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