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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.
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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.