IRS Increases 401(k) Limits

The increase to 401(k) limits has been made to allow employees to save more pre-tax dollars into retirement accounts. Join our Raleigh and Durham CPAs as they provide numerical figures for limits to retirement plan contributions in 2024.

Your Guide to Setting up a Qualified Retirement Plan

In this article, our Raleigh CPA Firm is answering, “What is a qualified retirement plan,” and addressing FAQs regarding retirement plans. Before setting up a retirement plan for your business, start here. You’ll get tax-compliant guidance that will serve your business wonders.

Required Minimum Distribution (RMD): Updates & Changes

Are you in your 70s and not sure how to begin the process of withdrawing from your Required Minimum Distribution accounts? Are you past the age of 72 and worried that you’ve already missed your first RMD withdrawal date? There is no need to panic! The CPAs at Steward Ingram & Cooper PLLC can help. 

5 Tips for Retirement and Good Living

Most of us dream of retirement – a time of your life when your hard work pays off and you can leave the rat race behind for a time of peaceful leisure. In order to have that dream retirement, you have to be prepared financially so you’re not thrown into financial stress or having to […]

Company Layoffs When You’re Approaching Retirement

It can be scary when you get that pink slip, especially if retirement was just around the corner. At first you feel panic, then overwhelm, and finally fear. This happened to my dear client Kelly who, at age 61, got the news that her company was laying her off. Kelly had planned on working until […]