Saver’s Credit Option Offers Rewards

March 17, 2017

The Saver’s Credit applies to contributions made to a traditional or Roth IRA, a 401(K) plan, a SIMPLE IRA, a SARSEP, your 403(b) plan, 501(c)(18) plan or a governmental 457(b) plan.

Divorce, Death, Benefits and Taxes

March 18, 2015

The emotional stress of divorce can have even more harmful effects if personal finances and assets are not updated to reflect your changed situation. Make certain ALL your accounts are updated with new beneficiaries-a will is not always enough.