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529 Plans: Two Tax-Advantaged Education Funding Options

Home » Posts Tagged "Retirement Services" Section 529 plans are a popular education-funding tool because of tax and other benefits. Two types are available: 1) prepaid tuition plans, and 2) savings plans. And one of these plans got even better under...

Factor in State and Local Taxes When Deciding Retirement

Home » Posts Tagged "Retirement Services" Many Americans relocate to another state when they retire. If you’re thinking about such a move, state and local taxes should factor into your decision. Income, property and sales tax Choosing a state that has...

Are You Prepared for an IRS Audit?

Home » Posts Tagged "Retirement Services" The Internal Revenue Service’s (IRS’s) Employee Benefit Audit Program is used to audit and enforce. The IRS’s emphasis, with respect to defined contribution plans is on compliance with the requirements of the...

Participant Corner: Rebalancing Your Portfolio

Home » Posts Tagged "Retirement Services" As a participant in the company’s retirement plan, you are committed to saving for your future. Whether you are retiring in a few weeks or a few decades, you may need to protect your investment. A healthy way...

Evaluating Your Plan and Fees? Think More, Not Less.

Home » Posts Tagged "Retirement Services" Should you reduce your plan’s fees to better serve participants? Many vocal experts speaking on behalf of investors and participants say “yes” – unequivocally. But what about the investors and participants...
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