Monthly Archive: March 2016

IRS Warns Payroll and HR Pros of W-2 Scams

The Internal Revenue Service has issued an alert to payroll and human resources professionals to beware of an emerging phishing email scheme that purports to be from company executives and requests personal information on employees. The IRS has learned this…
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Roth IRA Planning

Advantages of Roth IRAs include nontaxable qualified distributions, lack of required minimum distributions, and that contributions can be made at any age. Partial rollovers of qualified retirement plan assets into a Roth IRA, a recently approved option, can accommodate tax-free…
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