retirement plan | Sciarabba Walker & Co., LLP

Tax-smart options for your old retirement plan when you change jobs

Oct 5, 2016 | Tax Tips

There’s a lot to think about when you change jobs, and it’s easy for a 401(k) or other employer-sponsored retirement plan to get lost in the shuffle. But to keep building tax-deferred savings, it is important to make an informed decision about your old plan. First and...

Three Mutual Fund Tax Hazards to Avoid

Jul 6, 2016 | Uncategorized

Investing in mutual funds is an easy way to diversify a portfolio, which is one reason why they are commonly found in retirement plans such as IRAs and 401(k)s. But if you hold such funds in taxable accounts, or are considering such investments, beware of these three...

Stock market volatility can cut tax on a Roth IRA conversion

Jun 1, 2016 | Tax Tips

This year’s stock market volatility can be unnerving, but if you have a traditional IRA, this volatility may provide a valuable opportunity: It can allow you to convert your traditional IRA to a Roth IRA at a lower tax cost. Traditional IRAs Contributions to a...

Unexpected retirement plan disqualification can trigger serious tax issues

Apr 26, 2016 | Small Business

It’s not unusual for the IRS to conduct audits of qualified employee benefit plans, including 401(k)s. Plan sponsors are expected to stay in compliance with numerous, frequently changing federal laws and regulations. For example, have you identified all employees...

Tax-smart options for your old retirement plan when you change jobs

Three Mutual Fund Tax Hazards to Avoid

Stock market volatility can cut tax on a Roth IRA conversion

Unexpected retirement plan disqualification can trigger serious tax issues

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