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  How to make a legitimate $28,000 IRA contribution

  March 30, 2021 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center How to make a legitimate $28,000 IRA contribution ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and other types of retirement savings and income plans, including nonqualified plans, stock options, and Social Security and Medicare. ... Continue
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  Case of the Week – Linking Student Loan Repayments and 401(k) Plan Contributions

  March 23, 2021 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center Linking Student Loan Repayments and 401(k) Plan Contributions ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and other types of retirement savings and income plans, including nonqualified plans, stock options, and Social Security and Medicare. ... Continue
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  Case of the Week – Limited Liability Companies and Income for Plan Purposes

  March 16, 2021 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center Limited Liability Companies and Income for Plan Purposes ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and other types of retirement savings and income plans, including nonqualified plans, stock options, and Social Security and Medicare. ... Continue
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  Case of the Week – Definition of Compensation when Safe Harbor Match Eliminated Mid Year

  March 9, 2021 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center Definition of Compensation when Safe Harbor Match Eliminated Mid Year ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and other types of retirement savings and income plans, including nonqualified plans, stock options, and Social Security... Continue
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  ARA Wins Removal of COLA Freeze from COVID Relief Bill (UPDATED)

  March 5, 2021 - Following weeks of intensive lobbying, the American Retirement Association has gotten a provision pulled from the COVID relief bill that could have undermined retirement savings. Continue
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  Case of the Week – Lump Sum Distribution Triggers and NUA

  March 2, 2021 -  By Jenny Kiffmeyer, J.D – The Retirement Learning Center Lump Sum Distribution Triggers and NUA ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and other types of retirement savings and income plans, including nonqualified plans, stock options, and Social Security and Medicare.  We bring... Continue