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There still may be time to cut your tax bill with an IRA

by Anne Angera | Mar 9, 2022 | Resources For Individual Taxpayers, Uncategorized

If you’re getting ready to file your 2021 tax return, and your tax bill is more than you’d like, there might still be a way to lower it. If you’re eligible, you can make a deductible contribution to a traditional IRA right up until the April 18, 2022, filing date and...

How to look for missing 401(k) plan participants

by Anne Angera | Mar 3, 2022 | Resources For Employers, Uncategorized

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...
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