401(k) Deductible Pension Webinar 
Money Talk
APRIL 11, 2024
One of the few things that taxpayers can do to reduce their income taxes after a calendar year ends is to make a tax-deductible contribution to a traditional individual retirement account (IRA) or a SEP-IRA (for small business owners and/or their employees). 401(k), 403(b), 457, or Thrift Savings Plan). There is no way out.
Money Talk
MAY 18, 2022
2021) or 90% of current year (2022) tax liability using a W-4 form at work for job-related income tax withholding; withholding for Social Security, a pension, and required minimum distributions through account custodians; and/or quarterly estimated payments using IRS Form 1040-ES. 401(k), 403(b), and traditional IRA).
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McNees
JANUARY 13, 2023
High Deductible Health Plans can continue to waive the deductible for any telehealth services for plan years beginning before January 1, 2025. Employers may now offer de minimis financial incentives to employees to participate in 401(k) and 403(b) plans. For more information on the Webinar click here: Secure 2.0
Money Talk
JUNE 24, 2021
People with secure jobs or pensions and decreased expenses and spending opportunities saved more and/or reduced debt. Below are eight recommended financial recovery steps that I heard recently at several webinars: Replenish Emergency Savings- Set a final goal (e.g., It was a tsunami that swept up everyone. Some industries (e.g.,
McNees
JANUARY 19, 2021
Similar to the COVID distributions, a 401(k) may allow “qualified disaster distributions” up to $100,000 that will not be subject to the 10% early withdrawal penalty. Excess Pension Asset Transfers. The amounts paid by the participant must be applied toward the participant’s deductible and out-of-pocket limits.
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