Ways clients can use their tax refund toward retirement: Tax Strategy Scan
For starters, they can use the windfall to pay off debt, shore up their HSAs and build a cash reserve.
Trump tax plan
In new round of tax cuts, retirement changes seen as most likely to pass
House Ways and Means Chairman Kevin Brady said he plans on releasing an outline of “Tax Reform 2.0” legislation next week to his committee members.
Benefits Think The new paid leave tax credit offers rewards, restrictions
To encourage employers to offer paid leave, the recent Tax Cuts and Jobs Act of 2018 sweetened the deal by promising a tax credit to companies but there are rules that minimize its benefit to employers.
Mary Bauman
Miller Johnson Attorneys
15 employers that boosted benefits in wake of tax reform
Aflac, Chipotle, Starbucks and Visa are among the employers investing their tax savings back into the workplace.
Harassment, pay equity top the minds of employer concerns
HR professionals say recent regulatory changes and the #metoo movement have prompted changes to benefits and business strategies.
Harassment, pay equity top the minds of employer concerns
HR professionals say recent regulatory changes and the #metoo movement have prompted changes to benefits and business strategies.
Tax reform, tight labor market bust open the lid on benefits
CVS Health, Estée Lauder Companies and Lowe’s are among hundreds of companies adding enhanced perks to address the growing concerns of today’s workforce.
Tax reform, tight labor market bust open the lid on benefits
CVS Health, Estée Lauder Companies and Lowe’s are among hundreds of companies adding enhanced perks to address the growing concerns of today’s workforce.
MetLife reinvests tax savings into its benefits package
The insurance giant will increase the minimum contribution to its defined benefit pension plan, auto-enroll and auto-escalate its 401(k) deductions and offer employer-sponsored legal services.
MetLife reinvests tax savings into its benefits package
The company will increase the minimum contribution to its defined benefit pension plan, auto-enroll its 401(k) plan participants and offer employer-paid legal services.
15 employers that boosted benefits in wake of tax reform
Aflac, Chipotle, Starbucks and Visa are among the employers investing their tax savings back into the workplace.
Benefits Think Macro forces that will impact the advising business in 2018
Trump administration legislative priorities, insurance company business moves, increasing state autonomy and Federal Reserve monetary policy will all influence benefit stakeholders.
Employers mixed on how to share tax reform savings with employees
Companies are more likely to offer one-time bonuses and minimum wage increases rather than lasting changes to their benefits package, according to a new survey.
Benefits Think The tax law’s hidden loopholes that await broker-dealers
Passed hastily, The Tax Cuts and Jobs Act may have unintended consequences that could soon be identified by the IRS.
Employers mixed on how to share tax reform savings with employees
Companies are more likely to offer one-time bonuses and minimum wage increases rather than lasting changes to their benefits package, according to a new survey.
Chipotle spices up benefits package following tax reform
More than 71,000 hourly and salaried employees will receive bonuses, new training and expanded parental leave.
Chipotle spices up benefits package following tax reform
More than 71,000 hourly and salaried employees will receive bonuses, new training and expanded parental leave.
Why working past 65 can be doubly rewarding
Adding five years to working years will enable workers to replace their pre-retirement income by up to 90% instead of 60% in some cases,
How the tax overhaul expands 529 benefits
The law allows clients the ability to make tax-free withdrawals for elementary and secondary school expenses.
How the GOP tax bill could affect small business 401(k)s
Legislation agreed upon by the House and Senate could impact whether or not small businesses offer retirement plans.
