358

Showing all 2 results

  • IRS permits high-earner Roth IRA rollover opportunity

    Year End 2016
    Newsletter: Employee Benefits Update

    Price: $225.00, Subscriber Price: $157.50

    Word count: 358

    Abstract: As highly compensated employee (HCE) 401(k) plan participants approach retirement, a potentially useful tax-efficient IRA rollover technique may be a valuable savings tool. This brief article reviews IRS rules about how HCEs can allocate both pretax and after-tax employee contribution 401(k) assets between standard and Roth IRAs.

    Read More

  • Are you “passing the hat” out of state?

    February / March 2012
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 358

    Abstract: Most not-for-profits have databases that contain many older and retired contributors who’ve moved out of state or live there only part of the year. Additionally, some corporate contributors — or potential contributors — may be based in a state that the organization doesn’t call “home.” As this brief article shows, these out-of-state donors present both risks and opportunities.

    Read More