The latest from Dennis Zuehlke

Jan 17, 2014 - by Dennis Zuehlke, Ascensus

Congress adjourns without addressing IRA legislation

After passing a two-year budget deal in late December to avoid another government shutdown, the House and Senate adjourned for the year without acting to extend the legislation that permits ...

Dec 26, 2013 - by Dennis Zuehlke, Ascensus

Qualified charitable donations set to expire…again

‘Tis the season for giving, but Congress appears to be in a none-too-charitable mood when it comes to extending qualified charitable distributions (QCDs) from IRAs. Unless Congress acts soon to ...

Nov 13, 2013 - by Dennis Zuehlke, Ascensus

Open enrollment opens the door to HSA growth

It’s open enrollment time and employees across the country are choosing their health care plans for next year. For credit unions offering health savings accounts (HSAs), this opens the ...

Oct 17, 2013 - by Dennis Zuehlke, Ascensus

“Unite for Good” to help members meet their savings goals

Thursday, October 17 is International Credit Union Day, and credit unions across the country will celebrate this year’s theme of “Credit Unions Unite for Good” as they work to ...

Sep 17, 2013 - by Dennis Zuehlke, Ascensus

IRS proposes expanded information reporting for certain IRA assets

The IRS has proposed expanded information reporting for IRAs that hold certain hard-to-value assets, such as non-publicly traded securities and real estate. The proposed reporting change signals an increased effort ...

Aug 15, 2013 - by Dennis Zuehlke, Ascensus

HSA Growth Continues at Healthy Clip

Health savings account (HSA) growth continues at a healthy clip, according to the annual census by America’s Health Insurance Plans (AHIP), the national trade association representing the health insurance ...

Jul 17, 2013 - by Dennis Zuehlke, Ascensus

Love and Marriage, DOMA and IRAs

Love and marriage may—according to Frank Sinatra’s hit song—go together like a horse and carriage, but the recent U.S. Supreme Court rulings in the Defense of ...

Jun 18, 2013 - by Dennis Zuehlke, Ascensus

Retirement Savings Incentives Listed Among Possible Tax Reform Options

The Senate Finance Committee has released its Economic Security tax reform option paper  containing a laundry list of retirement savings incentives among the possible tax reform options. The non-exhaustive list ...