19 Nov What taxes will I owe on this COVID 401(k) distribution?
You have the option of spreading taxes over three years. ...
11 Nov We’re newly retired teachers. Will a 401(k) affect our Social Security?
Your overall income can impact how Social Security is taxed. ...
10 Nov We have jobs. Can we take from our 401(k) plans without penalty?
The CARES Act gives some investors the opportunity to withdraw funds without penalty. ...
06 Nov We’re divorcing. What will happen to this 401(k)?
Equitable distribution will determine who gets what in a New Jersey divorce. ...
05 Nov I lost my job but not from COVID. Will I pay a 401(k) penalty?
The CARES Act waived penalties for early retirement withdrawals. ...
04 Nov Will a 401(k) withdrawal hurt my unemployment benefits?
You don't want to take steps that will hurt your benefits. ...
03 Nov We’re separated. What happens if I take money from my 401(k)?
New Jersey considers all assets and debts before you get a divorce. ...
20 Oct My company went bankrupt. What happens to my 401(k)?
Your employer isn't the one who controls your 401(k) plan assets....
07 Oct Will my Social Security be lowered if I take from my 401(k)?
Social Security defines income in a way that could affect how benefits are taxed. ...
01 Oct I took money from my 401(k). Can I get back the taxes withheld?
You may have to wait until you file your tax return to reconcile the funds. ...