09 Sep I had a 401(k) withdrawal. What’s taxable under the CARES Act?
You may be able to avoid penalties and some taxes too. ...
08 Sep Can my wife and I both take from our 401(k)s under the CARES Act?
Under certain circumstances, you can qualify for a penalty-free withdrawal....
07 Sep Are fractional shares a smart way to start investing?
Buying fractional shares is the latest craze in investing. ...
07 Sep Can I get unemployment if I take money out of my 401(k)?
You will need to speak to an agent who can review your claim. ...
04 Sep Why is the stock market doing well even during the pandemic?
The price of stocks doesn't always match the economic realities on Main Street....
03 Sep What should I do with my 401(k) now that I’m retired?
There are options for the account, but take into consideration your entire financial situation....
31 Aug Do I have to pay back CARES Act withdrawal to the same account?
You have three years to make decisions about these early withdrawals. ...
27 Aug Can I skip my annuity payment in 2020 because of the CARES Act?
The CARES Act has made changes for some retirement account distributions. ...
26 Aug How fast do we have to empty out this inherited IRA?
The SECURE Act made changes to how people must take funds from an inherited IRA. ...
25 Aug Do I owe penalties on an IRA withdrawal because of coronavirus?
The CARES Act may help if you need to take from retirement accounts....