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In the Beginning... A Column Devoted to Tax Basics
example, amounts an employer spends for a health care plan for its employees is completely excluded from ... another IRA. In the plan world, a “direct” rollover refers to a direct trustee-to-trustee transfer. An “indirect” ...- Authors: Michael L Hadley
- Date: Oct 2023
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy; Public Policy; Pensions & Retirement>Pension risk transfer
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Aging: The Great Common Denominator
Aging Alone Esther Peterson (EP): How are continuing care at-home programs structured and in what ways do ... do they offer a good alternative to continuing care retirement or life plan communities? Sara Rix (SR): ...
- Authors: Esther W Peterson
- Date: Jan 2023
- Competency: Professional Values; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Risk management; Public Policy