Articles

2021 Form 8880

Use Form 8880 to figure the amount, if any, of your retirement savings contributions credit (also known as the saver’s credit). You may be able to take this credit if you, or your spouse if filing jointly, made (a) contributions (other than rollover contributions) to...

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2020 Form 8880

Use Form 8880 to figure the amount, if any, of your retirement savings contributions credit (also known as the saver’s credit).   You may be able to take this credit if you, or your spouse if filing jointly, made (a) contributions (other than rollover...

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2021 Retirement Plan Limits

Taxpayers can deduct contributions to a traditional IRA if they meet certain conditions. If during the year either the taxpayer or his or her spouse was covered by a retirement plan at work, the deduction may be reduced, or phased out, until it is eliminated, depending on filing status and income. (If neither the taxpayer nor his or her spouse is covered by a retirement plan at work, the phase-outs of the deduction do not apply.)

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Other Resources

March 2024 Newsletter

March 2024 Newsletter

Generational Influences and Behavioral FinanceUnderstanding generational attitudes toward investing and the cognitive biases that can lead participants astray is key to helping employees of all ages improve their financial wellness and prepare for a secure and...

7 Tips to Prepare You for Retirement

7 Tips to Prepare You for Retirement

A secure and happy retirement requires careful planning and is a well-constructed process. Starting now will give you plenty of time to make the strategic changes and improvements that will bring your retirement goals closer to reality. Here are seven things you...

December 2023 Newsletter

December 2023 Newsletter

Happy Holidays!2023 has been a year of growth, challenges, and remarkable achievements, and we want to take a moment to express our sincere gratitude for your unwavering support and partnership throughout this journey. Your trust in our company has been a cornerstone...