by Tech Gen SEO Admin | Jul 18, 2025 | blog
Cons of Taking a Lump-Sum DistributionTax Consequences of Lump-Sum DistributionsAlternative Distribution OptionsConclusionReferences Inheriting a qualified retirement plan, such as a 401(k) or a traditional IRA, can be both a financial opportunity and a challenge....
by Tech Gen SEO Admin | Jul 4, 2025 | blog
What is a Qualified Plan?Definition of Qualified PlansImportance of Understanding Inherited Qualified PlansRules for Inherited Qualified Plan DistributionsImpact of the SECURE ActTax Implications of Inherited Qualified PlansOptions for Different Types of...
by Tech Gen SEO Admin | Jun 20, 2025 | blog
Understanding Tax Identity TheftWhat Is Tax Identity Theft?Common Warning SignsSteps to Protect Yourself in 20251. Safeguard Your Personal Information2. File Your Taxes Early3. Use Strong Cybersecurity MeasuresSecurely Filing Your Tax Return4. Choose Trusted Tax...
by Tech Gen SEO Admin | Jun 6, 2025 | blog
Understanding the New 401(k) Contribution Limits for 2025Why Should You Adjust Your Contributions?How Other Retirement Accounts Factor Into Your StrategyDiversifying Retirement AccountsTiming Your Contribution AdjustmentsHow Retirement Contributions Fit Into Your...
by Tech Gen SEO Admin | May 16, 2025 | blog
Understanding COLA and Its CalculationThe Details of the 2025 COLAHow Does the 2025 COLA Compare Historically?Who Benefits Most from the 2025 COLA?Challenges and LimitationsMaximizing the Impact of COLAConclusionReferences The Social Security cost-of-living adjustment...
