The latest from Dennis Zuehlke

May 16, 2013 - by Dennis Zuehlke, Ascensus

Proposed IRA Changes Focus on Small Business and Middle Class Taxpayers

In the weeks since the Obama Administration released its 2014 Fiscal Year Budget Proposal, much attention has been paid to the proposed cap of $3 million on IRAs and employer ...

Apr 17, 2013 - by Dennis Zuehlke, Ascensus

Obama Budget Proposes Cap on Retirement Plan Balances

The Obama Administration has proposed a cap of $3 million on IRAs and retirement savings plans in order to raise $9 billion of additional revenue over the next 10 years. ...

Mar 13, 2013 - by Dennis Zuehlke, Ascensus

Individually Focused IRA Marketing

By Dennis Zuehlke, Compliance Manager, Ascensus The April 15 tax filing and IRA contribution deadline is only one month away. Much of the marketing focus this year is on the ...

Feb 12, 2013 - by Dennis Zuehlke, Ascensus

113th Congress Faces Contentious Issues

By Dennis Zuehlke, Compliance Manager, Ascensus With the photo-ops and swearing-in ceremonies over, and the presidential inauguration now a memory, the 113th Congress is hard at work facing a number ...

Jan 17, 2013 - by Dennis Zuehlke, Ascensus

Saved By the “Fiscal Cliff” Bell

By Dennis Zuehlke, Ascensus As most Americans were ringing in the New Year, the Senate was holding an early morning roll call vote on a bill to avoid hurtling off ...

Nov 15, 2012 - by Dennis Zuehlke, Ascensus

IRA Contribution Limit Increase Benefits Credit Unions and Members

By Dennis Zuehlke, Ascensus The IRS just gave Americans an opportunity to boost their retirement savings with the first increase in the IRA contribution limit since 2008. For 2013, the ...

Oct 15, 2012 - by Dennis Zuehlke, Ascensus

Looking Ahead: A Post-Election Retirement Savings Outlook

by: Dennis Zuehlke, Compliance Manager, Ascensus With just weeks to go until the November 6 presidential election, and all the polls showing a tight race, nothing is certain except that—...

Sep 25, 2012 - by Dennis Zuehlke, Ascensus

As Go the Bush Tax Cuts, So Go Coverdell ESAs

by: Dennis Zuehlke, Compliance Manager, AscensusCongress has returned from its five-week August recess to face a slew of deadlines against the backdrop of a presidential election campaign. They are on ...