Tax Deduction Time Machine – Retroactive Plan Adoption
Thanks to the SECURE Act, eligible employers can now retroactively adopt a retirement plan for the prior tax year, offering a powerful way to reduce taxes and boost retirement savings.
Other Video Resources
IRS Announces Plan Limits for 2025
On November 1, 2024, the IRS released cost-of-living adjustments for various retirement plan limitations that will take effect on January 1, 2025. We have presented a few of the more important plan limits below. For more information, please get in touch with us at 1-800-594-7700.
The Workplace Retirement Plan Resource
This popular resource for financial professionals and employers concisely dives into popular plan designs, providing sample illustrations. It also summarizes key provisions of the SECURE 2.0 Act, including automatic enrollment and the new plan tax credits.