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Susan Paulauskas

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SECURE Act, Wealth Management
Susan Paulauskas | 1.28.2020

SECURE Act: Qualified Employer Plans Prohibited from Making Loans Through Credit Cards and Similar Arrangements

Learn about the prohibition of plan loans to be distributed through credit or other payment cards.

SECURE Act, Wealth Management
Susan Paulauskas | 1.28.2020

SECURE Act – Special Disaster-Related Rules for Use of Retirement Funds

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) includes special disaster-related rules for the use of retirement funds.

401(k) Plans, SECURE Act
Susan Paulauskas | 1.16.2020

SECURE Act: Penalty-free Withdrawals from Retirement Plans for Individuals in Case of Birth or Adoption (Section 113)

The SECURE Act contains a number of provisions aimed at expanding Americans’ access to their retirement accounts. One such new viable option adds

401(k) Plans, SECURE Act
Susan Paulauskas | 1.16.2020

SECURE Act: Increase in Age for Required Minimum Distributions (Section 114)

The SECURE (Setting Every Community Up for Retirement Enhancement) Act institutes a number of changes for retirement plan sponsors and participants, including

401(k) Plans
Susan Paulauskas | 3.1.2018

401(k) Hardship Withdrawals - Made Easier by the 2018 Budget Act

Hardship withdrawals from 401(k) and 403(b) plans will be soon become less restrictive under the provisions of the recently-passed Bipartisan Budget Act

Internal Revenue Service, Tax
Susan Paulauskas | 2.7.2018

Hardship Availability Due to Modification of Deduction for Personal Casualty Losses Under the Tax Cuts and Jobs Act

In general, the Internal Revenue Service’s hardship distribution regulations provide that a hardship distribution may only be made on account of

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