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Retirement Plan › Individual Retirement Account (IRA) › Incentives

Seward & Kissel LLP

New Option: Rollover From 529 Account to Roth IRA

Seward & Kissel LLP on

Federal income tax law offers tax advantages to taxpayers that save money in specially designated accounts earmarked for future educational expenses (“529 Accounts”).  In addition, federal income tax law also incentivizes...more

Davis Wright Tremaine LLP

How SECURE 2.0 Options Impact Form W-2 and Form 1099-R Reporting

Davis Wright Tremaine LLP on

IRS reminds employers that implementing certain optional retirement plan provisions of SECURE 2.0 affect Form W‑2 and Form 1099‑R reporting starting in 2023 - The IRS recently issued Fact Sheet 2024‑18 to highlight how...more

Baker Donelson

Maryland Enacts Mandatory Private-Sector Retirement Program That Impacts Most Maryland Employers

Baker Donelson on

Maryland joins California, Connecticut, Illinois, and Oregon in leading state initiatives to set up state-sponsored retirement plans for employees. The Maryland Small Business Retirement Savings Program and Trust (“the...more

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