Monday September 27, 2021
News
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Personal Planner
401(k) Retirement Plans
The 401(k) is rapidly becoming the most popular qualified retirement plan. More than 90% of large companies now offer a 401(k). With a 401(k), each employee has an individual account and is permitted to transfer a portion of his or her salary...
Washington News
Expanded Tax Benefits For 2021 Gifts
In a September 17 letter, the Internal Revenue Service explained how both individuals and businesses may receive additional benefits for charitable gifts this year. The Taxpayer Certainty and Disaster Tax Relief Act of 2020 included four temporary...
Savvy Living
How to Manage an Inherited IRA from a Parent
What are the rules regarding inherited IRAs? When my mom died this year, I inherited her traditional IRA and would like to know what I need to do to execute it properly. I am very sorry about the loss of your mother. Inheriting a traditional IRA...
