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Longevity Annuities in IRAs & Employer Plans

Posted by James Cosgriff IV

Dec 15, 2014 9:00:00 AM

Recently issued tax regulations clear the way for longevity annuities to be purchased through 401(k) and similar employer-sponsored retirement plans as well as individual retirement annuities and accounts (IRAs)..

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Topics: ira, 401(K), employee benefit plan, qualified longevity annuity contract, qlac, qualified defined benefit contribution plan



IRS Posts New Retirement Account Limits for 2015

Posted by The Dopkins Tax Advisory Group

Nov 25, 2014 1:39:00 PM

The IRS has announced the 2015 contribution limits for both employer-sponsored plans and individual retirement accounts (IRAs). Increased limits may provide individuals and businesses with opportunities for additional tax savings in the coming year.

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Topics: retirement planning, ira, iras, 401(K), retirement account, employee benefit plan, individual retirement accounts



2014 Year end tax planning tips

Posted by Jennifer C. Plail CPA

Nov 20, 2014 10:39:05 AM

As we transition from fall to winter, the following are a few tax planning and tax-saving strategies individuals and small businesses may want to consider to help lower their tax bill for 2014. 

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Topics: tax planning,, retirement planning, corporate tax,, personal tax planning, dopkins tax, 401(K)





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