Housing Allowance During Retirement How does Housing Allowance work when you’re retired? Requirements To take a distribution with special housing allowance tax treatment, you must be at least age 59½ and receive a Housing Allowance Authorization letter from your...
Housing Allowance During Retirement How does Housing Allowance work when you’re retired? Requirements To take a distribution with special housing allowance tax treatment, you must be at least age 59½ and receive a Housing Allowance Authorization letter from your...
Features of the Mobile App Learn more about specific mobile app features 1. What are the main features of the mobile app? The dashboard tab displays three widgets: Balances, Contributions, and Personal Rate of Return. The balances tab has four views: total balances,...
Envoy’s NEW Plan Document What is the new 403(b) Plan Document Restatement Program? Compliance for retirement plans is a moving target. As changes in the law occur, retirement plans are required to comply in both form and function with the new provisions as of...
Envoy Advisory IRA Expenses What are your advisory expenses for your IRA? The Envoy IRA offers mutual funds, ETFs, and managed model portfolios as the investment options. The investments offered Envoy IRA are reviewed and overseen by Envoy Advisory, Inc. The items...
