Saver's Credit Employees with low-to-moderate income should be aware of the Saver's Credit. This tax credit enables them to save for retirement and save on taxes. We encourage you to share this one-page flyer with your employees.  

Friday, July 1st - Our office will be closed at 2pm for the holiday weekend. Monday, July 4th - The markets, as well as our Randall + Hurley office, will be closed for the 4th of July. Wishing everyone a happy and safe Independence Day!

Randall + Hurley May Newsletter [iframe src="https://eepurl.com/b3k-Wv" width="100%" height="800"]

HOW TO SUBMIT FEDERAL TAX WITHHOLDING When a participant receives a taxable distribution from the plan, the IRS requires a minimum of 20% be withheld from the distribution for federal income tax withholding. This amount must be remitted to the IRS. In many cases, your investment custodian performs this task for you. But if not, [...]

As an industry-leader, we’ve spent countless hours educating plan participants and encouraging them to save for retirement. We provide education on an alphabet soup of retirement jargon--tax advantages, compound interest, automatic enrollment, asset allocation, capital preservation and more. However, there are often other issues that affect an employee’s ability to contribute to the plan—credit card [...]