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Internal Revenue Code

Required minimum distribution
Personal Finance

Does the 4% Rule Still Make Sense for Your Retirement?

August 7, 2025August 7, 2025 - by Joe Oliver

You may have heard of the “4% rule” when it comes to retirement. The idea is simple: After you retire, you withdraw 4% of your investment portfolio each year. In …

Does the 4% Rule Still Make Sense for Your Retirement? Read More

529 plan
Personal Finance

Observe Save for Education Day with a 529 Plan

May 22, 2025May 22, 2025 - by Joe Oliver

Whether your children are in grade school or high school, they’ll be leaving for college or trade school before you know it. With the cost of education rising, now is …

Observe Save for Education Day with a 529 Plan Read More
PA ABLE Program Surpasses $125 Million
Disabled Issues / Disabilities / Pennsylvania

Record-Breaking Triumph: PA ABLE Program’s $125 Million Milestone Transforms Lives for Pennsylvanians with Disabilities!

October 1, 2024October 1, 2024 - by Maryann Pugh

FORTY FORT, PA — In a significant development for individuals with disabilities, Pennsylvania’s Achieving a Better Life Experience (PA ABLE) Savings Program has exceeded $125 million in assets. This milestone …

Record-Breaking Triumph: PA ABLE Program’s $125 Million Milestone Transforms Lives for Pennsylvanians with Disabilities! Read More

Surgent Accounting & Financial Education
Regional

Surgent Unveils 14 New CPE Courses to Address Current Tax and Financial Trends

September 27, 2024September 26, 2024 - by Timothy Alexander

RADNOR, PA — Surgent Accounting & Financial Education, a division of KnowFully Learning Group, has announced the launch of 14 new Continuing Professional Education (CPE) courses set to debut in …

Surgent Unveils 14 New CPE Courses to Address Current Tax and Financial Trends Read More
Internal Revenue Service (IRS)
National

IRS Maintains Interest Rates for Upcoming Quarter

August 25, 2024August 23, 2024 - by Maryann Pugh

WASHINGTON, D.C. — The Internal Revenue Service (IRS) has confirmed that interest rates will remain unchanged for the calendar quarter commencing on October 1, 2024. For individual taxpayers, both overpayments and …

IRS Maintains Interest Rates for Upcoming Quarter Read More

Cannabis plant
National

IRS Reminds Taxpayers: Marijuana Still Subject to Strict Federal Tax Rules

July 2, 2024July 1, 2024 - by Maryann Pugh

WASHINGTON, D.C. — The Internal Revenue Service (IRS) has issued a reminder to taxpayers that despite evolving state laws, marijuana remains classified as a Schedule I controlled substance under federal …

IRS Reminds Taxpayers: Marijuana Still Subject to Strict Federal Tax Rules Read More
US Capitol
Government / National

Senators Introduce Bill to Extend Key Provisions for Disability Savings Accounts

June 14, 2024June 14, 2024 - by Maryann Pugh

WASHINGTON, D.C. — U.S. Senators Bob Casey (D-PA) and Eric Schmitt (R-MO) introduced the Ensuring Nationwide Access to a Better Life Experience (ENABLE) Act on Thursday. The bipartisan bill aims …

Senators Introduce Bill to Extend Key Provisions for Disability Savings Accounts Read More

Pennsylvania Treasurer
Pennsylvania

PA ABLE Savings Program Surpasses $100 Million Milestone, Boosting Financial Security for Pennsylvanians with Disabilities

January 24, 2024January 23, 2024 - by Maryann Pugh

HUNLOCK CREEK, PA — The PA ABLE Savings Program recently surpassed $100 million in assets, signaling a significant boost to financial security for Pennsylvanians with disabilities. The milestone was celebrated …

PA ABLE Savings Program Surpasses $100 Million Milestone, Boosting Financial Security for Pennsylvanians with Disabilities Read More

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