Posted by: Gary M. Sigman, CPA, MTax, PFS
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What to Consider When You Inherit an IRA from your Spouse
By Zinner & Co.
Tax Services Department
Pension Plan Limitations: What You Need to Know Heading into 2016
WASHINGTON — The Internal Revenue Service announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2016. In general, the pension plan limitations will not change for 2016 because the increase in the cost-of-living index did not meet the statutory thresholds that trigger their adjustment. However, other limitations will change because the increase in the index did meet the statutory thresholds.
read more…Important Considerations for Non-Spouse Beneficiaries of Inherited IRAs
Posted by: Zinner & Co.
read more…Digging For Gold or Precious Metals in Your IRA?
Diversification is the cornerstone of a solid investment portfolio. Until the mid 1990’s, when stocks started producing extraordinary profits, most investment advisors recommended a balanced portfolio with a mixture of stocks, bonds, and precious metals. Stocks provided the opportunity for growth, bonds produced income and precious metals protected against inflation and financial chaos because gold and silver prices have typically enjoyed an inverse pricing relationship, when compared to stock prices over the long run.
read more…Inherited IRAs: Are These Assets Considered Retirement Funds?
Posted by: Barbara Theofilos, CPA
read more…Zinner CPA Talks IRA Issues In TV Interview
Zinner CPA Talks IRA Issues In TV Interview:
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4 Ways to Say I Love You After You Pass
ABLE Accounts Are Now Going To Be Allowed For Disabled Individuals
Posted by: Gary M. Sigman, CPA, MTax, AEP®
read more…Staying on Top of your Retirement Plan Document Schedule
The Supreme Court’s recent decision in the case Cigna v. Amara sent a very important message to all plan sponsors/employers regarding the importance of maintaining their retirement plan documents including the required summary plan descriptions and summary of material modifications (as applicable).
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Since 1938, Zinner has counseled individuals and businesses from start-up to succession. At Zinner, we strive to ensure we understand your business and recognize threats that could impact your financial situation.
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