Annual Benefit Limit
Definition The annual benefit limit for defined benefit plans is the lesser of: A) 100% of the participant’s average compensation for his or her highest
Advisor Retirement Planning Resources
Tools that the financial, tax and legal advisor may use to simplify the rules and regulations that apply to tax-deferred retirement savings accounts- IRAs, Roth IRAs, employer 401(k) plans.
Explore
Menu
Read More »
IRS expands definition Qualified Individual, for Coronavirus-Related Distribution purposes.
The IRS issued Notice 2020-50, in which they expanded the definition of a Qualified Individual, for Coronavirus-Related Distribution purposes. A qualified individual is one who
One Per Year IRA-to-IRA Rollover Rule
An individual who takes a distribution from a retirement account may rollover eligible amounts to the same or another retirement account. As long as the
Appleby’s 2020 Employer Retirement Plan Comparison Table for Small Businesses
Updated for the SECURE Act Click here to download >> 2020 Employer Plan Comparison Table for Small Businesses (download here) This table provides a comparison
Could “Tontines” Expand the Market for Longevity Insurance?
Could “Tontines” Expand the Market for Longevity Insurance? byGal Wettstein IB#18-7 “The brief’s key findings are: Annuities offer one way for retirees to turn savings
The IRA Authority-Apr-Jun 2018 is now available – Free Download
The April to June issue of The IRA Authority is now available. Includes: Seasonal tips: Featured article: How to Cherry Pick Assets When performing a Recharacterization
Will Millennials Be Ready for Retirement?- Research Repor
The Center for Retirement Research at Boston College published research report titled : Will Millennials Be Ready for Retirement? Authored by : by Alicia H.
2018 IRA & Pension Limits not Affected by Tax Cuts and Jobs Act of 2017
The IRS announced the 2018 limits for IRAs and employer sponsored retirement plans on October. 19, 2017 One of the frequently asked questions about the
2018 Employer Plan Comparison Table
Denise Appleby’s 2018 Employer Plan Comparison Table now available
ROTH IRA CHECK-UP AFTER TAX FILING DUE DATE: Correcting Roth IRA Excess Contributions
By www.RetirementDictionary.com staff Individuals may contribute to a Roth IRA only if their modified adjusted gross income (MAGI)s do not exceed a certain amount. See
