Employee Benefits
JULY 25, 2023
Transitioning to a superior provider is no longer a hassle: If you’re contemplating changing your current workplace pension scheme, the process isn’t as challenging as you might think. Many pension companies (we’re one of them!) What is a workplace pension? are prepared to assist you with the heavy lifting.
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). Many have accumulated significant sums and need tax planning help.
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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.
Money Talk
JANUARY 19, 2022
In this post, I continue my discussion of tips from webinars, podcasts, and virtual conferences that I heard during the last quarter of 2021. For example, workers with a guaranteed pension and/or a high investment risk tolerance might want to have more stock exposure in a TDF and would chose a target date farther off in the future.
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.,
Employee Benefits
FEBRUARY 8, 2022
Pensions are still ticking the long-term box for many employers, so now the focus is switching to areas like education and salary-deducted savings – bridging short with long-term financial wellbeing, for example, by making it simple for employees to build up savings pots.
Money Talk
JULY 7, 2021
I recently taught a 90-minute webinar, 25 Financial Planning Strategies for Older Adults , for the New York Public Library. I was hoping to hear questions and comments from attendees that would confirm or expand upon the concerns expressed by the NYPL webinar participants. It will work until July 29 (30 days from my June 29 webinar).
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