by Taylor Brown | Jan 14, 2018 | Uncategorized
Navigating Distributions The first quarter of the calendar year typically sees an uptick in the number of retirement plan distributions and participant loans. This year may be even busier than most, given the relief announced by the IRS for victims of the recent...
by Taylor Brown | Jan 2, 2018 | Uncategorized
Under the New Tax Law (Tax Cuts and Jobs Act, 2017) After many rounds of negotiations, Congress passed the Tax Cuts and Jobs Act on December 20th, 2017. Though retirement plan limit reductions were included in many iterations of the bill, the ultimate effect on...
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