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Financial Planning
Congress Tells Treasury to Expect SECURE 2.0 Technical Fixes
In late May 2023, Congress sent a letter to U.S. Treasury Secretary Janet Yellen and IRS Commissioner Daniel Werfel saying that it will introduce...
Financial Planning
CHIPs and Science Act Aims to Preserve U.S. Technology Edge; Why Fortune 500 Employees Should Care
CHIPs and Science Act Aims to Preserve U.S. Technology Edge
Healthcare
AT&T’s Retiree Pension Payments Taken Over by Athene
AT&T's pension shift to Athene affects 96k retirees. Payments are unchanged but the PBGC safeguard was removed. Discover the impact of this...
Financial Planning
Section 303 Stock Redemption Buy-Sell Agreement for Fortune 500 Employees and Retirees
Understand Section 303 stock redemptions in the context of closely-held corporations. Discover its role in estate planning and its tax implications...
Financial Planning
Inflation Reduction Act: What You Should Know
Inflation Reduction Act: What You Should Know