You have two options for making a regular contribution to an IRA—a traditional and a Roth. Whichever option you choose, your contribution must be made by your tax-filing due date. Extensions do not ...
Adding a 401(k) deferral arrangement to a profit-sharing plan may provide large tax deferrals for many sole proprietors. An individual who makes most of his income as an employee, but has a small sole ...
The Tax Code gives IRA owners a limited time to take back their IRA contributions. You can use such a "corrective distribution" to avoid a penalty for an excess IRA contribution. You can also use it ...
A 401(k) true-up is an end-of-year calculation that some employers use to make sure that they have contributed everything they owe to an employee's retirement plan. True ups occur in retirement plans ...