Tag: 403(b)

The SECURE Act and Your Retirement

Written by Legacy Counsellors P.C. on February 18, 2020. Posted in 529 Education Savings Plan, Current Affairs, Estate Planning, IRA, IRA Planning, LCPC, Miscellaneous, Retirement Planning, Tax Planning, Trusts, Wills.

“While most of us had stockings and menorahs on our minds, President Trump on Dec. 20 signed the Secure Act that...

401(k)s, 403(b), 529 Educational Savings Accounts, Estate Planning Attorney, IRA Stretch, IRAs, Retirement Accounts, Roth, SECURE Act

What’s the Difference Between Qualified vs. Non-qualified Retirement Plans?

Written by Legacy Counsellors P.C. on August 21, 2019. Posted in Current Affairs, IRA, IRA Planning, Miscellaneous, Retirement Planning, Tax Planning.

“In simplest terms, a qualified retirement plan is one that meets ERISA guidelines, while a non-qualified plan falls...

403(b), Financial Planning, Keogh (HR-10) Plans, Retirement Planning, Tax Planning

How Will New Legislation on Retirement Change RMD Age?

Written by Legacy Counsellors P.C. on June 13, 2019. Posted in Current Affairs, Estate Planning, IRA, IRA Planning, Miscellaneous, Retirement Planning.

The bill will change the age when account owners must start taking their Required Minimum Distributions, and it...

401(a), 401(k), 403(b), 457(b), Collective Investment Trust (CIT), Required Minimum Distribution (RMD), Retirement Planning, Roth Conversion

IRA Rollover Mistakes to Avoid

Written by Legacy Counsellors P.C. on June 7, 2019. Posted in Current Affairs, Estate Planning, IRA, IRA Planning, Miscellaneous, Tax Planning.

IRA rules have never been simple, and they’ve gotten more complex as time as has gone by. Making a mistake can be...

403(b), 457(b), Asset Protection, Financial Planning, IRA , Required Minimum Distribution (RMD), Roth Conversion, Tax Planning

Another Tax-Sheltered Employee Retirement Plan: The 403(b)

Written by Legacy Counsellors P.C. on February 6, 2019. Posted in Estate Planning, IRA, IRA Planning, Miscellaneous, Retirement Planning, Tax Planning.

There are similarities and differences between the 403(b) and the 401(k) plans, but both offer a good path to...

401(k), 403(b), Estate Planning, Financial Planning, IRA , Retirement Planning, Roth, Tax Planning

Strategies for 529 and ABLE Plans Need Review Under New Tax Law

Written by Legacy Counsellors P.C. on June 14, 2018. Posted in 529 Education Savings Plan.

If your family has 529 or ABLE accounts, these changes may impact how they work within your larger financial...

401(k), 403(b), 457(b), 529 Education Savings Plan, ABLE Accounts, Disability, Estate Planning, Gift Tax

Once You’ve Feathered Your IRA Nest Egg, What’s Next?

Written by Legacy Counsellors P.C. on September 14, 2016. Posted in IRA.

Change how you think about your IRAs in retirement. After decades of working and saving, putting money into IRAs,...

401(k), 403(b), Asset Protection, Estate Planning Lawyer, IRA , Medicaid, Required Minimum Distribution (RMD), Trusts, Veteran Benefits

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Tag: 403(b)

The SECURE Act and Your Retirement

What’s the Difference Between Qualified vs. Non-qualified Retirement Plans?

How Will New Legislation on Retirement Change RMD Age?

IRA Rollover Mistakes to Avoid

Another Tax-Sheltered Employee Retirement Plan: The 403(b)

Strategies for 529 and ABLE Plans Need Review Under New Tax Law

Once You’ve Feathered Your IRA Nest Egg, What’s Next?

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