Tag: SECURE 2.0 Act
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What Plan Sponsors Need to Know About 2026 Employee Benefit Plan Changes under SECURE 2.0
Learn updated 401(k) and IRA contribution limits, catch-up rules, compliance deadlines, and what plan sponsors must do before December 31, 2026.
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Access retirement funds in a disaster
The SECURE 2.0 Act offers significant relief for individuals and businesses looking to access retirement funds without penalties. However, weighing the long-term consequences is important.
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IRS issues final regulations on inherited IRAs
The IRS has issued final regulations regarding inherited IRAs and other defined contribution plans.
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SECURE 2.0: Which provisions went into effect in 2024?
Now is the time to get up to speed on 2024 SECURE 2.0 changes. Here are several to consider.
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IRS issues guidance on new retirement catch-up contributions
The SECURE 2.0 Act’s new retirement catch-up contribution rules caused problems and confusion for employers and employees alike. The IRS has now provided guidance.
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IRS provides transitional relief for RMDs and inherited IRAs
Some taxpayers can look forward to receiving transitional relief from the IRS related to the required beginning dates for taking required minimum distributions from retirement plans.
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Reading the tea leaves: Potential tax legislation in the new Congress
With Republicans now in control of the U.S. House of Representatives, what’s the fate of prospective tax legislation in 2023?