10 Things You Need to Know About Social Security

10 Things You Need to Know About Social Security

Answers to frequently asked questions about your retirement benefits Social Security provides benefits to more than 66 million people, and those monthly payments have an enormous impact on older Americans’ financial health. According to Census Bureau data: • Social...

VESTING IN COMPANY PLANS AND NEW IRS FORFEITURE RULES

By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport When you leave your job and aren’t fully vested in your company plan account, the plan will forfeit your unvested portion. Recently, the IRS issued new guidance clarifying the forfeiture rules....