Money Talk

MAY 18, 2022

2021) or 90% of current year (2022) tax liability using a W-4 form at work for job-related income tax withholding; withholding for Social Security, a pension, and required minimum distributions through account custodians; and/or quarterly estimated payments using IRS Form 1040-ES.

Taxes 263

Taxes 401(k) Deductible Deductions 263

Money Talk

JANUARY 19, 2022

In this post, I continue my discussion of tips from webinars, podcasts, and virtual conferences that I heard during the last quarter of 2021. For example, workers with a guaranteed pension and/or a high investment risk tolerance might want to have more stock exposure in a TDF and would chose a target date farther off in the future.

Flexible Spending Account 187

Flexible Spending Account Taxes Pension Deductible 187

Money Talk

APRIL 11, 2024

One of the few things that taxpayers can do to reduce their income taxes after a calendar year ends is to make a tax-deductible contribution to a traditional individual retirement account (IRA) or a SEP-IRA (for small business owners and/or their employees). Many have accumulated significant sums and need tax planning help.

401(k) 185

401(k) Taxes Retirement Plan Pension 185

Employee Benefits

JULY 25, 2023

Transitioning to a superior provider is no longer a hassle: If you’re contemplating changing your current workplace pension scheme, the process isn’t as challenging as you might think. Many pension companies (we’re one of them!) What is a workplace pension? are prepared to assist you with the heavy lifting.

Pension 96

Pension Net Pay Taxes Salary 96

Money Talk

JULY 7, 2021

I recently taught a 90-minute webinar, 25 Financial Planning Strategies for Older Adults , for the New York Public Library. I was hoping to hear questions and comments from attendees that would confirm or expand upon the concerns expressed by the NYPL webinar participants. It will work until July 29 (30 days from my June 29 webinar).

Deductible 100

Deductible Deductions Taxes Health Insurance 100

Money Talk

JUNE 24, 2021

People with secure jobs or pensions and decreased expenses and spending opportunities saved more and/or reduced debt. Below are eight recommended financial recovery steps that I heard recently at several webinars: Replenish Emergency Savings- Set a final goal (e.g., It was a tsunami that swept up everyone. Some industries (e.g.,

401(k) 100

401(k) Finance Entertainment Pension 100

Empuls

AUGUST 27, 2024

Retirement plans Basically, it is the retirement plans—401(k) or pension plans—through which an employee receives financial security during service years other than while serving. This category varies from different plans with several options that include PPOs, HMOs, and high-deductible health plans.

Family and Medical Leave Act 40

Family and Medical Leave Act Employee Benefits 401(k) Benefits Package 40