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After-Tax Contributions in 401(k) Plans: Helpful Tool or Compliance Trap?

As a CPA, you may have clients who ask whether a 401(k) plan can allow after-tax contributions. The question often…

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2026 Contribution and Benefit Limit Highlights: Consider How to Maximize Contribution and Cash Balance Opportunities

As a CPA, you are often the first advisor to spot when a client’s retirement plan is underperforming. For some…

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S Corporations: Why the Owners’ W-2s Matter for Retirement Plan Contributions

As a CPA, you can help S-corporation owners understand a point that is frequently overlooked: how much an owner is…

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S Corporations: Why the Owners’ W-2s Matter for Retirement Plan Contributions

For S-corporation owners, one of the most frequently overlooked retirement planning considerations is straightforward but consequential: it’s not business profitability…

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After-Tax Contributions in 401(k) Plans: Helpful Tool or Compliance Trap?

When business owners or highly compensated employees want to save beyond the standard 401(k) deferral limit, after-tax contributions often come…