Tag Archives: Fiscal Cliff

Qualified Plans at Risk When Jumbled With True Tax Expenditures, Part III

In the first article of this series, we discussed the approach described by the Government Accountability Office (GAO) in evaluating tax expenditures and laid out the issues that impact treating the deduction, exclusion and deferral mechanisms for tax-qualified retirement plans […]

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Qualified Plans at Risk When Jumbled with True Tax Expenditures, Part II

In the first post of this series, we discussed the approach described by the Government Accountability Office (GAO) in evaluating tax expenditures and laid out the issues that impact treating the deduction, exclusion and deferral mechanisms for tax-qualified retirement plans […]

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Qualified Plans at Risk When Jumbled with True Tax Expenditures

This is the first post in a three part series where we’ll focus on the impact that upcoming “tax reform” and the “second fiscal cliff” negotiations might have on qualified retirement plans, particularly on 401(k) plans.  The impetus for writing […]

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Other Benefits Components of the, Ahem, “Relief” Act

So we know you’re probably tired of hearing about the fiscal cliff.  We know this because we are sure many of you nominated “fiscal cliff” as one of the “words” that should be banished from the English language in 2013.  […]

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Roth Opportunity Expansion for All the Wrong Reasons

Congress continues to work (or some might suggest not work) in its typically convoluted motif.  Among the tax law changes in the American Taxpayer Relief Act (ATRA) (also known as the fiscal cliff compromise bill) is a provision expanding the […]

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News & Notes – December 21, 2012

If you’re reading this, it must mean the Mayans were wrong, so since the world is continuing, why not check out our list of recent News & Notes items? A recent study by the International Foundation of Employee Benefit Plans […]

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401(k) Tax Subsidies & The Path of Least Resistance

In this post on Forbes.com, Jeffrey Brown points out (we think, correctly) that the employer tax subsidy plays a key role in the offering of retirement plans. We agree. However, we think there is at least one point that Mr. […]

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News & Notes – November 16, 2012

Just as we did last week, below, we share some recent benefits-related(ish) stories and other links. Today would have been the deadline for states to submit their PPACA health insurance exchange blueprints, but HHS extended the deadline for the blueprints […]

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The Fiscal Cliff, The Taxation of Health Insurance, and The Retirement Crisis

Now that the election dust has settled, much of the news is about the looming fiscal cliff (as discussed on our sister blog, TrustBryanCave.com). As most of us recall, this is not a new issue, but one that our elected […]

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