Taxes & Financial Planning
The following sections deal with business and individual tax and financial issues. They are designed to provide basic information about managing your finances and should only be used as a supplement to discussions with a professional advisor.*
- Retirement Planning
- Saving for Education
- Estate Planning
- Taxes
- Non-Profits
- FAQs
Retirement Planning
- Retirement plans, including IRAs and 401(k) Plans
- 401(k) and Other Retirement Plan Rollovers
- State Government Programs & Information for Seniors
- Retirement Planning FAQs
- Transition Guidance on Pension Protection Act Funding Rules
- Employee Plans News
- Retirement Plans - IRS News
Information for Benefits Professionals
Find the resources you need to assist your clients with their plans - forms/pubs, guides, FAQs, checklists, published guidance, CPE texts, EP work plan, and newsletters, as well as info on educational services, conferences, determinations, correcting plan errors, contacting missing participants, abusive transactions, trends and tips, plan audits, CAS, types of plans, and more.
Information for Plan Participants/Employees
Find the resources you need as a participant in a retirement plan - forms and related instructions, publications, frequently asked questions, retirement tips for individuals, and customer account services, as well as information on types of plans, "Are you self-employed?" and more.
Information for Plan Sponsors/Employers
Find the resources you need as an employer sponsoring a retirement plan - forms and pubs, frequently asked questions, check-ups, tips, newsletters, and "How Do I...," as well as information on starting & maintaining a retirement plan, correcting plan errors, retirement plan audits, Abusive Tax Transactions, determinations, and more.
Click here for more information on maximizing retirement income and minimizing tax burdens.
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Planning and Saving for Education
- Department of Labor Retirement Savings Education Campaign (RSEC)
- American Savings Education Council (ASEC)
- SavingforCollege.com
- Education Bond Program
- IRS Pub. 970 - Education Savings Bond Program
- U.S. Savings Bonds
- The Higher Education Act of 1965 [1998 Ammendments]
- Coverdell Education Savings Accounts
- NASD College Savings Center
- Spanish Language Savings Bond
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Estate Planning
This section discusses how to pass on accumulated property with a minimum of government interference and tax bite.
- Estate Tax
- Frequently Asked Questions (FAQs) on Estate Taxes
- Gift Tax
- Frequently Asked Questions (FAQs) on Gift Taxes
- Filing Estate and Gift Tax Returns
- What's New - Estate and Gift Tax
- Estate and Gift Tax Treaties (International)
- Forms and Publications - Estate and Gift Tax
- Publication 950, Introduction to Estate and Gift Taxes
- More Estate & Gift Tax information from the IRS.
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*Please Note: In accordance with IRS Circular 230, this communication (including any attachments and links) is not intended or written to be used, and cannot be used as or considered a “covered opinion” or other written tax advice and should not be relied upon for the purpose of avoiding tax-related penalties under the Internal Revenue Code; promoting, marketing, or recommending to another party any transaction or tax-related matter(s) addressed herein; or for IRS audit, tax dispute, or other purposes.
The information and materials provided on this site are provided for general information purposes only and are not intended to constitute legal or other advice or opinions on any specific matters. The information provided and the opinions expressed are those of the author(s) and not necessarily those of HR & Benefits Essentials, its owners, publishers, employees, affiliates and distributors. Laws and regulations change frequently and their application can vary widely based upon the specific facts and circumstances involved. Your situation may involve Federal, State or local laws, and/or application of your Plan documents, Employee Handbook or other company policies. As such, HR & Benefits Essentials cannot guarantee the accuracy or completeness of any content on our site or the Ask the Experts service. We provide references and links to websites not affiliated with HR & Benefits Essentials as a service to our subscribers. While we believe these sites to contain valuable information, we cannot guarantee their accuracy. Refer to the Terms of Use, Privacy and other information on all sites visited.
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