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Ascensus
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Always have a plan
Always have a plan

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Because of the newly enacted tax reform bill, there are now fewer options for recharacterizing IRA contributions. If you are wondering which options remain, be sure to take a look at our video:
https://www2.ascensus.com/news/industry-regulatory-news/2018/02/27/prepare-changes-ira-recharacterizations/
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Considering the effects of the new tax reform bill can be a lot to take in. If you’re trying to figure out how the bill changes the rules for recharacterizing IRA contributions, watch our video and we’ll help walk you through it.
https://www2.ascensus.com/news/industry-regulatory-news/2018/02/27/prepare-changes-ira-recharacterizations/
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Sometimes, it helps to see a “before and after” to understand the differences and the similarities between the old rules and the new rules when it comes to the new tax reform bill. Learn how the bill affects your ability to recharacterize IRA contributions beginning in 2018.
https://www2.ascensus.com/news/industry-regulatory-news/2018/02/28/looking-ahead-changes-ira-recharacterizations/
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As many are aware, the recent tax reform bill affects the IRA recharacterization options available to you beginning in 2018. In our infographic, we outline the previous recharacterization rules and the new rules:
https://www2.ascensus.com/news/industry-regulatory-news/2018/02/28/looking-ahead-changes-ira-recharacterizations/
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Dan Kravitz, head of Kravitz, spoke with Employee Benefit News about how cash balance plans can help small employers take advantage of tax reform. http://bit.ly/2Ep20uG
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Dan Kravitz, head of Kravitz, spoke with PLANADVISER about the impact of tax reform on financial advisors and employer-sponsored retirement plans. http://bit.ly/2CfOszE
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David Musto, president of Ascensus, spoke with Employee Benefit News about the treatment of outstanding retirement plan loans in the final tax reform bill. https://www.benefitnews.com/news/breaking-down-retirement-provisions-in-the-tax-reform-bill
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Scott Morrison, chief product officer at Ascensus, spoke with Society for Human Resource Management regarding recent progress with the OregonSaves pilot program. http://ow.ly/3wq630haOtK
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