The IRS recently released a new publication outlining the benefits of 403(b) plans. Here are some of the contribution limits, loan provisions and distribution /rollover rules outlined in the publication.
By Donna Sanders, Investment Advisor Representative for World Trend Financial The IRS recently released a new publication (No. 4482) outlining the benefits of 403(b) plans. T…… https://www.worldtrendfps.com/news/2017/10/403b-participants-are-you-taking-full-advantage
The IRS allows you to make one lifetime qualified health savings account funding distribution from your IRA. This is not an often-used method for funding an HSA, but it does have advantages in the right circumstances.
By Barry Frantz, EA Partner at Terry Lockridge & Dunn The IRS allows you to make one lifetime qualified health savings account (HSA) funding distribution from your IRA. Thi…… https://www.worldtrendfps.com/news/2017/10/little-known-method-fund-hsa-your-ira
Unfortunately, cybercrime and identity fraud have become a growing problem as the digital world expands. While the recent breach at Equifax should not cause panic, here are some common-sense steps that you can take to minimize the effects on your personal…
By Cathy Johnson, CPA, CGMA Chief Administrative Officer/CFO at Terry Lockridge & Dunn and World Trend Financial Unfortunately, cybercrime and identity fraud have become a gr…… https://www.worldtrendfps.com/news/2017/10/identity-protection-steps-take-now-and-future