Will President Obama’s FY 2017 Budget Affect Your Business?

  • March 13, 2016

written by Amy Shewmaker Small business incentives, reforms to ACA taxes, and other proposals in Obama’s FY 2017 budget could gain...

IRS Updates Retirement Plan Information

  • June 14, 2015

written by Brenda Logsdon The IRS issued guidance last October to enable participants in 401(k) plans to invest their accounts in...

Benefits of Utilizing a Roth IRA

  • May 3, 2015

written by Mark Lamb Roth IRA’s are often the wallflower of retirement planning. But, Roth IRA’s are coming into their own...

Requirements For Withdrawals, Distributions and Rollovers Involving IRAs

  • February 15, 2015

The IRS has posted frequently asked questions on its website on withdrawals from individual retirement accounts (IRAs), simplified employee pension (SEP)...

Roundup of retirement plan changes taking effect in 2015

  • January 26, 2015

There are many important tax changes taking effect in 2015. They are the result of the Tax Increase Prevention Act of...

IRA Rollover Rules Changing after Tax Court Decision

  • June 22, 2014

written by Chelsey Dollarhide Individuals have traditionally enjoyed flexibility in moving their retirement savings from one type of retirement plan to...

On the Road to Retirement

  • July 8, 2013

written by Aaron Henry One of the most important events in life is retirement. Embarking on this post-employment journey is not...

FAQ: Should I Borrow from my 401(k)?

  • April 22, 2013

If your credit card balance becomes too high or you need a large down payment for a home, the money in...

Coming Soon: Greater Tax-Wise Retirement Options

  • March 1, 2012

Retired employees often start taking benefits by age 65 and, under the minimum distribution rules, must begin taking distributions from their...