TRA announces Henrik Sandberg as Regional Plan Consultant, the third sales hire in two months, reinforcing national growth and expanded advisor support in Texas and Louisiana.
The post PRESS RELEASE – The Retirement Advantage, Inc. (TRA) ® Adds Henrik Sandberg to National Distribution Team appeared first on TRA.
Learn how a client can remove a life insurance policy from a qualified retirement plan using DOL PTE 92-6 without triggering taxes or reporting.
The post CASE OF THE WEEK – Life Insurance appeared first on TRA.
Celebrating 30 years, The Retirement Advantage, Inc. (TRA)® reflects on three decades of growth, innovation, and commitment to retirement plan excellence.
The post PRESS RELEASE – The Retirement Advantage, Inc. (TRA)® Celebrates 30 Years of Leadership, Growth, and Partnership in the Retirement Industry appeared first on TRA.
Missing an RMD can result in penalties for the intended recipient and, for employer plans, potential qualification issues. Fortunately, relief may be available if errors are corrected promptly and properly documented. Given the complexity and potential consequences, individuals should work closely with tax advisors to ensure compliance.
The post CASE OF THE WEEK – Missed RMD, What’s Next appeared first on TRA.
TRA appoints Dylan Jones as Internal Plan Consultant, strengthening its advisor-first distribution model with enhanced support for RPCs, advisors, and plan sponsors.
The post PRESS RELEASE – Dylan Jones Promoted to Internal Plan Consultant at The Retirement Advantage, Inc. (TRA)® appeared first on TRA.
Learn when a business can make a SEP plan contribution for a deceased owner, how allocations work for eligible employees, and key tax filing deadlines.
The post CASE OF THE WEEK – Contributions for Deceased Owner appeared first on TRA.
TRA announces the appointment of Brad Wehrfritz as Regional Plan Consultant, strengthening retirement plan consulting support in the Central region.
The post PRESS RELEASE – The Retirement Advantage, Inc. (TRA) Expands Sales Force with Appointment of Brad Wehrfritz as Regional Plan Consultant appeared first on TRA.
Learn whether a safe harbor 401(k) plan that allows after-tax contributions can still avoid top-heavy rules and what the IRS requires.
The post CASE OF THE WEEK – After Tax Contributions and Safe Harbor PLans appeared first on TRA.
Learn how a reverse rollover lets you move a traditional IRA into an eligible employer plan, including rules, restrictions, and key retirement planning advantages.
The post CASE OF THE WEEK – Reverse Rollover appeared first on TRA.
Can the federal government contribute to your IRA? Learn how tax refunds, the new Saver’s Match, and proposed plans could boost retirement savings.
The post CASE OF THE WEEK – Tax Refund Rollovers appeared first on TRA.
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