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类别: 退休

If you’re getting ready to retire, you’ll soon experience changes in your lifestyle and income sources that may have numerous tax implications. Here’s a brief rundown of four tax and financial issues you may deal with when you retire.

Small business owners are sometimes reluctant to set up 退休计划s because of the administrative burdens. Here are two options to consider that have less stringent requirements than traditional qualified 退休计划s.

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Planning early for retirement can help you invest and cut costs to bring the biggest returns. 开发一个 strategy to retire early with 麦克斯韦洛克 & 里特.

Saving for retirement can help make your future brighter. We outline some ways the SECURE Act may have an impact on your retirement savings.

If you have a traditional IRA or tax-deferred 退休计划 account, you probably know that you must take required minimum distributions (RMDs) when you reach a certain age — or you’ll be penalized.

Entrepreneurs: Don’t ignore saving for retirement. Here are the basics of tax-favored plans to help build your nest egg.

Economic fallout from the COVID-19 crisis may cause some cash-strapped individuals to default on loans they’ve taken out from company qualified 退休计划s, including 401(k) and profit-sharing plans. Defaulting on a plan loan will cause adverse tax and retirement-saving consequences. Here are the details.

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It’s often difficult for married couples to save as much as they need for retirement when one spouse doesn’t work outside the home — perhaps so that spouse can take care of children or elderly parents. In general, an IRA contribution is allowed only if a taxpayer has compensation. However, an exception involves a “spousal” IRA. It allows a contribution to be made for a nonworking spouse.

You may have heard that the Coronavirus Aid, 救援, and Economic Security (CARES) Act allows “qualified” people to take certain “coronavirus-related distributions” from their 退休计划s without paying tax. But what counts as a CARES Act 401k withdrawal?

The IRS recently issued guidance related to coronavirus-related distributions allowed under the Coronavirus Aid, 救援 and Economic Security (CARES) Act. Notice 2020-50 and Notice 2020-51 apply to qualified individuals, employers and eligible 退休计划s. The guidance is lengthy and complex and includes an expansion of the definition of who is a qualified individual that can take a coronavirus-related distribution.

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