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IRS pushes back on amendment deadlines | Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The IRS announced that the amendment deadline for most qualified retirement plans, including 401(k) plans, for several recent pieces of federal legislation generally has been extended. ....

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WV State Treasurer announces SMART529 funds can be rolled over into Roth IRA

CHARLESTON, WV (WVNS) — WV State Treasurer Riley Moore announced a significant development for West Virginia residents looking to enhance their retirement savings. Effective January 1, 2024, the SECURE 2.0 Act of 2022, now permits beneficiaries to roll over certain unused funds from SMART529 accounts into Roth IRAs. The SECURE Act, or “Setting Every Community […] ....

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Unused SMART529 funds can be rolled into Roth IRA accounts | News

Recent changes in federal law now allow West Virginia beneficiaries to roll over certain unused SMART529 educational savings funds into a Roth IRA to help boost their retirement. ....

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Stakeholders Ask for Enforcement Delay on Part-Time Eligibility Rules

SECURE 2.0 requires part-timers to be made eligible for elective contributions after two years of service. ....

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Doublecheck your TSP beneficiary designations

The federal government’s 401(k)-style retirement plan changed some rules around contingent beneficiaries in 2022. ....

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