Some people mistakenly believe that Social Security benefits are always free from federal income tax. Unfortunately, that’s often not the case. In fact, depending on how much overall income you…
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We are thrilled to share YHB has earned prestigious recognition in Accounting Today's annual rankings, being named as a Top 100 Firm in the United States, Fastest Growing Firm, and…
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Whether it’s inflation, trouble finding staffers in a tight labor market or cybersecurity, not-for-profit leaders have a lot to worry about. If making financial forecasts is more difficult than usual,…
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With the high cost of college, many parents begin saving with 529 plans when their children are babies. Contributions to these plans aren’t tax deductible, but they grow tax deferred.…
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Some provisions of 2022’s SECURE Act 2.0 (a follow-up to the SECURE Act of 2019) have been in force for over a year — including several that affect 403(b) retirement plans.…
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Summary: This article offers an essential overview for beneficiaries on how to manage Required Minimum Distributions (RMDs) from inherited workplace retirement accounts and IRAs, reflecting the latest regulations and options…
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