by Dave Moja | Sep 9, 2020 | Tax Tips |
ISSUE The “Setting Every Community Up for Retirement Enhancement” Act of 2019 (SECURE Act) was signed into law on December 20, 2019. Forbes stated of this Act, “it is one of the most dynamic changes to retirement legislation since the Pension Protection Act of 2006,...
by Dave Moja | Apr 17, 2019 | Tax Tips |
ISSUE Many of our institutions have established retirement plans under I.R.C. Section 403(b). Back in 2007, Treasury and the IRS issued final regulations that required a re-write (or original writing) of many institutions’ retirement plan documents. Recently,...
