التفاصيل البيبلوغرافية
| العنوان: |
Selected Technical Corrections to 401(k) and 403(b) Plans. |
| المؤلفون: |
Tacchino, Kenn Beam |
| المصدر: |
Journal of Financial Service Professionals; Mar2024, Vol. 78 Issue 2, p6-9, 4p |
| مصطلحات موضوعية: |
401(K) plans, FINANCIAL planners |
| مستخلص: |
The so-called SECURE Act 2.0 was passed on December 29, 2022. Slightly less than a year later, on December 20, 2023, the IRS issued Notice 2024-2, "Miscellaneous Changes Under the SECURE Act of 2022," providing essential guidance on some of the key modifications generated by SECURE 2.0. This column focuses on a dozen new insights contained in the IRS Notice. This new information is important to financial planners for two reasons. First, it will enable planners to recommend improvements to 401(k) and 403(b) plans provided by their clients who are plan sponsors. Second, it empowers fi- nancial planners to give up-to-date advice to clients who are plan participants. [ABSTRACT FROM AUTHOR] |
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| قاعدة البيانات: |
Complementary Index |
