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Retirement tax rules are unique in that it’s one area where the actual law is more liberal than what is sometimes offered by 401(k)s.
Ed Slott, a CPA in Rockville Centre, New York, is an IRA distribution expert, professional speaker and author of several books on IRAs. He is also the founder of Ed Slott & Co. Follow him on … Read full bio
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Education can help employees make confident decisions about NQDC and look forward to more money coming in after retirement.
Some ultrahigh net worth clients would be affected by a change to retirement plan contribution and distribution rules that's under consideration in Congress.
At face-value, HSAs are for short-term medical expenses, but advisors suggest paying out of pocket to maximize HSA funds for investing and tax-free growth.
Without the right infrastructure in place to facilitate millions of Saver's Match contributions, taxpayers won't be able to obtain the benefit they are qualified to receive.
There's value in having money in one place, but some 401(k) rules make rollovers more trouble than they're worth.
