by Taylor Brown | Jan 15, 2024 | Uncategorized
Plan Sponsor Quarterly Update Winter Edition 2024 Promising news for clients who want to provide more rollover options to employees — a new bipartisan bill introduced in the House would permit employees to rollover money directly from Roth IRAs to a Roth account in an...
by Taylor Brown | Jan 1, 2024 | Uncategorized
News You Can Use! for Advisors and CPAs After the parties and sparkle of the holiday, it’s time to hit the ground running in 2024. First on the agenda: making sure clients are aware that the long-term part-time employee (LTPTE) rules have officially taken effect....
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