Cincinnati Tax Guy

Steve Hamilton is a Tampa native and a graduate of the University of South Florida and the University of Missouri. He now lives in northern Kentucky. A career CPA, Steve has extensive experience involving all aspects of tax practice, including sophisticated income tax planning and handling of tax controversy matters for closely-held businesses and high-income individuals.

Showing posts with label 401(k). Show all posts
Showing posts with label 401(k). Show all posts
Saturday, February 8, 2025

A Call From Chuck

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I was speaking with a client this week. He told me that he recently retired and his financial advisor recommended he discuss a matter with m...
Monday, February 28, 2022

Overcontributing To Your 401(k)

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  One of the accountants had a question for me: A:                I added up the W-2s, but the wages per the software does not agree to my...
Saturday, July 10, 2021

Exceptions to Early Distribution Penalties

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  What caught my eye about the case was the reference to an “oral opinion.” Something new, methought. Better known as a “bench opinion.’...
Sunday, November 17, 2019

New Life Expectancy Tables For Your Retirement Account

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On November 7, 2019 the IRS issued Proposed Regulations revising life expectancy tables used to calculate minimum required distributions f...
Sunday, September 9, 2018

The Abbott Laboratories 401(k)

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Something caught my eye recently about student loans. A 401(k) is involved, so there is a tax angle. Abbott Laboratories is using thei...
Sunday, September 3, 2017

When Your Employer Bungles Your Retirement Plan Loan

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I admit that I am not a fan of borrowing from an employer retirement plan, except perhaps as a next-to-last step before being evicted. ...
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