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January 24, 2022
Knowledge Center
Help safeguard your personal information by filing your 2021 tax return early
The IRS announced it is opening the 2021 individual income tax return filing season on January 24. (Business returns are already being accepted.) Even if you typically don’t file until much closer to the April deadline (or you file for an extension until October), consider filing earlier this year. Why? You can potentially protect yourself […]
January 21, 2022
Knowledge Center
How to look for missing 401(k) plan participants
It’s a common problem every year. Employers discover that, when their 401(k) plans must make required minimum distributions, the addresses on file for some distributees have become invalid. The U.S. Department of Labor (DOL) and the IRS have both offered guidance about dealing with participants and beneficiaries who are unresponsive or cannot be located — […]
January 19, 2022
Knowledge Center
Avoiding undue influence claims
A primary purpose of estate planning is to ensure that your wealth is distributed according to your wishes after you die. But if a family member challenges the plan, that purpose may be defeated. If the challenge is successful, a judge will decide who’ll inherit your property. Will contests and similar challenges often occur when […]
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Employers that sponsor #401k plans often lose touch with participants who leave the organization. The U.S. Departme… https://t.co/hkB0Xb9lS2
8:00 AM - 24 Jan 2022
Regardless of how harmonious a family may be during one’s life, there’s always a chance that a disgruntled family m… https://t.co/xU0DJoshzc
8:00 AM - 20 Jan 2022
How much can you contribute to a #401k plan in 2022? How much do you have to earn before you can stop paying Social… https://t.co/gEWiY2yp2i
8:00 AM - 19 Jan 2022