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Can kids use a Roth IRA? Yes!
January / February 2023
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 327
Abstract: Parents may want to use Roth IRAs to help teach their kids about financial planning and saving for retirement. This short article looks at eligibility (children must have some earnings), contribution limits and rules about making withdrawals.
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Make your SPDs user-friendly
August / September 2019
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 327
Abstract: The text of a summary plan description (SPD) is usually the product of a tug-of-war between cautious ERISA attorneys who worry about the use of general, simple statements, and human resources professionals familiar with their average employees’ reading level. The attorneys often tug harder, and the result is a document that many employees pick up, glance at, and promptly toss. This article discusses why that’s not a good outcome.
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Travel while giving to charity
October 2014
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 327
Abstract: While it’s not possible to deduct the value of services donated to charity, it may be possible to deduct some of the out-of-pocket travel costs incurred. This article describes expenses that are deductible and those that aren’t.
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5 strategies for more effective member surveys
Winter 2009
Newsletter: Nonprofit Observer
Price: $225.00, Subscriber Price: $157.50
Word count: 327
Abstract: The short article provides tips on maximizing the effectiveness of member surveys by focusing on key objectives during every stage of the process. Tips include keeping a clear focus and sense of purpose while designing the survey, and communicating results with participants in a timely manner.