01 Oct Do I have to take money from my 401(k) or IRA in 2020?
The CARES Act allows you to skip your Required Minimum Distribution in 2020. ...
28 Sep If I take from my 401(k), what happens with state taxes?
New Jersey does not follow the helpful federal tax rules under the CARES Act. ...
16 Sep Will a 401(k) withdrawal put me in a higher tax bracket?
The CARES Act makes an early withdrawal from a retirement account a little less painful. ...
14 Sep What will this 401(k) withdrawal mean for my divorce?
Your 401(k) will probably be treated as a marital asset. ...
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. ...
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. ...
28 Aug How can my kids share my 401(k) plan when I die?
Beneficiary designations will determine who receives your 401(k) when you die. ...
05 Aug What’s the best strategy to convert my 401(k) to a Roth IRA?
Taxes are the biggest consideration for a Roth IRA conversion. ...
04 Aug Do you owe tax when moving a 401(k) to an IRA?
If you do it right, you won't owe taxes on a rollover. ...