Tag: IRS
Substantiating 401(K) Hardship Distributions – What Do I Have To Prove?
Many 401(k) plans provide that an employee participant can receive a distribution of his or her elective deferrals from the plan on account of a financial hardship. A hardship distribution is only permitted if the employee experiences an immediate…
Don’t Forget the IRS In Simple Estates
Don’t forget the IRS. It sounds like a silly platitude. The IRS always gets theirs, doesn’t it? But in a decedent’s estate it is essential that someone (a personal representative) file a final tax return for the decedent. Again,…
Awards and Accolades
