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Don’t Tax Yourself

A Publication of Bowditch & Dewey's Estate, Financial & Tax Planning Group

Blog

Tag: Retirement Plan

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Impact of House Ways and Means Tax Proposals for Trusts, Estates, and Retirement Accounts

Estates, Retirement, Trusts • By Eileen Y. Lee Breger and Sandra F. O'Neill • September 29, 2021

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Part-Time Employees May Be Eligible for 401(k) Plans

Benefits, Retirement • By Bowditch & Dewey • November 4, 2020

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IRS Reporting Requirements for Foreign Retirement Accounts

Retirement • By Sandra F. O'Neill • August 12, 2020

Close-up of a hand using a calculator and doing finance at home office while writing notes in a notebook.

DOL Proposes New Rules for Selecting Retirement Plan Investments

Benefits • By Bowditch & Dewey • July 14, 2020

IRS

SECURE ACT: “Stretch IRA” Rules Change in 2020

Retirement, Taxes • By Katherine R. Dorval • January 15, 2020

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SECURE ACT: Foreseeable Change in ‘Stretch IRA’ Distribution Rules

Estates, Retirement, Taxes • By Katherine R. Dorval • December 9, 2019

Calculator and pen on a paper where someone was calculating budget with the words "can we do this?" written on the bottom.

Obama’s DOL Fiduciary Rule Fades into the Distance

Retirement • By Terrence J. Briggs • October 3, 2017