Key Numbers 2018
Key tax and retirement numbers and limits for the 2018 tax year
Medicare Open Enrollment Oct. 15 2018
2018 Medicare open enrollment is October 15 - December 7
Tax Cuts and Jobs Act: Impact on Individuals
Some of the major changes included in the 2017 tax legislation are summarized, and are effective for tax years 2018 through 2025.
Tax Cuts and Jobs Act: Impact on Businesses
The corporate rate change and some of the other major provisions that affect businesses and business income are summarized
A Retirement Income Roadmap for Women
More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of [...]
2017 Key Income Tax Numbers
Forefield Concept Piece Qualified charitable distributions (QCDs) Qualified charitable distributions (QCDs) are distributions made directly from an IRA to a qualified charity. Such distributions may [...]
2017 Key Retirement Planning Numbers
Retirement Planning Key Numbers Certain retirement plan and IRA limits are indexed for inflation each year, but only a few of the limits eligible for [...]
Essential Facts about the American Healthcare Act
On March 6, House Republicans released their proposed health-care plan, The American Health Care Act (AHCA), as a replacement for the Affordable Care Act (ACA). [...]
Retirement Survey: Results Show Increasing Confidence With Planning
Retirement confidence is highest among workers who say they or their spouse have a retirement plan, such as a work-sponsored plan or an individual retirement [...]
2015 Changes to Medicare
To view a summary of the legislation (H.R.2), visit www.congress.gov. The Medicare Access and CHIP Reauthorization Act of 2015 (MACRA) became law on April [...]
Simplified Rollover of After-Tax Dollars from 401(k) Plans
BackgroundHere's the dilemma. You have a traditional 401(k) that contains both after-tax and pre-tax dollars. You'd like to receive a distribution from the plan, [...]
What you need to know about myRAs
1. What is a myRA?The myRA (rhymes with IRA) is a new workplace retirement savings account discussed by President Obama in the State of the [...]
Flexible Spending Accounts: Spend-down rule relaxed
Recent changes announced by the Internal Revenue Service (IRS) modify the "use-it-or-lose-it" rule that applies to health flexible spending arrangements (FSAs). Plan sponsors will now [...]
IRS Tax Guidance on Same-Sex Marriage
Guidance issued in response to recent Supreme Court decisionThe Treasury Department and IRS guidance was issued in response to the recent Supreme Court case striking [...]
[Link]: The Autoimmune Disabilities Guide for Moms
AutoimmuneMom.com was born out of a frustration with a lack of online information about autoimmune conditions— beyond the surface-level articles and blog posts.
ATRA 2012: In-plan Roth conversions and tax-free IRA charitable contributions
Retirement Provisions in the American Taxpayer Relief Act of 2012The American Taxpayer Relief Act of 2012 (ATRA), enacted to avoid the fiscal cliff, includes two [...]
Loss of a spouse
The loss of a spouse can be a devastating, life-changing event. Due to longer life expectancies, women are more likely to face this situation. According [...]
Professional Women: Asset protection
As women continue to work and earn money, become the main breadwinners, and run their own businesses, it's important to take measures to protect your [...]
Healthcare for Women in Retirement
At any age, health care is a priority. But when you retire, you should probably focus more on health care than ever before. This is [...]
New financial resources for women
Also, for women in business, the following external websites may be helpful: Flokka — Women Business Blogging The Boss of You [...]