Resources

Details of the SECURE Act - Part Nine: Plan Loans via Credit Cards

Section 108 of the Act amends the tax laws to prohibit the use of debit/credit cards to take a participation loan. Learn More >

Details of the SECURE Act - Part Eight: QACA Increase Auto Enrollment Cap

Section 102 of the Act amends the tax laws to increase the auto enrollment cap to 15%. Learn More >

Details of the SECURE Act - Part Seven: Due Date for Adopting a New Plan

A plan will be considered adopted for a particular year as long as it is adopted before the due date of the business tax return (including extensions). Learn More >

Details of the SECURE Act - Part Six: IRA Enhancements

Sections 106 of the Act amend the tax laws to Treat Certain Taxable Non-Tuition Fellowship and Stipend Payments as Compensation for IRA Purposes. Learn More >

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