CARES Act Retirement Plan Considerations and Benefits
As part of the federal economic response to the COVID-19 crisis, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was put in place. Below are some provisions of the Act that may impact an individual’s retirement and tax...READ MORE
New RMD Rules
The recently passed SECURE Act has implications for owners of retirement accounts. The two changes included in the act that would most affect our clients are changes in the age at which required minimum distributions (RMDs) must begin, and how...READ MORE
What Is a Brokerage Trading Platform and Should You Use One?
Tier 4 of the new UNC System Retirement plan will provide you with access to thousands of new investment options. These additional options will be introduced through a brokerage trading platform. Brokerage has been available to 403(b) plan participants for...READ MORE
NC Bailey Patton Directive PD-04-1
This Directive amends and supersedes Directive PD-03-1, in which the Department advised that a proportionate ratio would be required to determine the tax exempt portion of a distribution from a qualifying tax-exempt Bailey retirement account when the account contained rollover...READ MORE
NC Bailey Patton Directive PD-00-1
This Directive supplements Directive PD-99-1, issued on March 4, 1999, and Directive PD-99-2, issued on November 5, 1999. Directive PD-99-1 explains the income tax consequences of the North Carolina Supreme Court's decision in Bailey v. State of North Carolina and...READ MORE
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