Retirement Plan, IRA | JD Supra Law News

President Obama’s Pension Cap: Who Would Really Be Affected?

by Carol Buckmann | Osler, Hoskin & Harcourt LLP on 5/8/2013

The President’s recent budget proposal would impose a new cap on tax-favored retirement benefits. Annual contributions and accruals under tax-favored plans are already limited, but this would be a complex new limit...more

Legal Alert: President's 2014 Budget Includes Employee Benefits Proposals

by Adam Cohen, Carol McClarnon, Alice Murtos, Joanna Myers, Vanessa Scott, W. Mark Smith, William Walderman, Carol Weiser | Sutherland Asbill & Brennan LLP on 5/1/2013

On April 10, 2013, the White House released its Fiscal Year 2014 Budget (the Budget), which includes a number of proposals related to employee benefit plans. Although it is unlikely that all of the proposals will ultimately...more

Say "Goodbye" to Your 401(K) Plan as You Know It?

by Baker, Donelson, Bearman, Caldwell &... on 4/24/2013

From time to time, we hear about threats to the Social Security System – even talk about eliminating it for younger workers. Some reports indicate that about half of Americans have less than $10,000 in savings, while other...more

Why Retirement Plan Sponsors Need To Care About Plan Design

by Ary Rosenbaum on 4/16/2013

Would you leave money on the table for the government to take instead? Would you not maximize your retirement savings because your accountant or third party administrator (TPA) told you that you had to give the same amounts...more

What's New for Tax Year 2012 (When Filing in 2013)

by Duane Morris LLP on 2/20/2013

The following are select tax topics affecting individuals and businesses for tax year 2012. Individuals - Personal Exemptions: The personal exemption is $3,800 for 2012, an increase of $100. Alternative...more

IRA Planning And Charitable Gifts

by Fredric Sytsma, Pamela Tyler | Varnum LLP on 1/14/2013

Congress extended through the end of 2013 the popular "charitable IRA transfer." This permits individuals who have reached age 70 1/2 to make income tax-free distributions up to $100,000 directly from an individual...more

Fiscal Cliff Legislation Provides New In-Plan Roth Conversion Opportunity

by Josh Bobrin, Brian M. Pinheiro | Ballard Spahr LLP on 1/8/2013

The newly enacted American Taxpayer Relief Act (H.R. 8) includes a significant new opportunity to perform “in-plan” conversions of pretax dollars to Roth (after-tax) dollars of funds held in defined contribution retirement...more

Summary of Income Tax Provisions in the American Taxpayer Relief Act of 2012

by D. Michael O'Leary, Gary Teblum | Trenam Kemker on 1/8/2013

As you no doubt are aware, Congress just passed, and the President just signed into law, the American Taxpayer Relief Act of 2012 (the “Act”). The Act is effective as of January 1, 2013. This summary addresses certain of...more

Retirement Saving Roadmap for Young Professionals

by Paul Weber on 12/14/2012

The best retirement savings plan begins when you are young and just starting out. If you have the discipline to follow a few simple rules, by the time you reach retirement age, you should be able to do what you want, where...more

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Retirement Plan › IRA