401(k)

May/June 2019 Tax Tips

Hang on to your passport A 2015 law allows the U.S. State Department to deny your passport application — or revoke or limit your current passport — if the IRS…

Still Working After Age 70½? You May Not Have to Begin 401(k) Withdrawals

If you participate in a qualified retirement plan, such as a 401(k), you must generally begin taking required withdrawals from the plan no later than April 1 of the year…

Getting Your Affairs in Order When You’re Terminally Ill

If you receive the diagnosis of a terminal illness, likely the last thing on your mind is estate planning. But taking the time now to get your affairs in order…

January/February 2019 Tax Tips

Employers can use 401(k) plans to help employees pay student loans In a recent private letter ruling, the IRS approved an employer’s student loan repayment program, under which it made…