23 Feb Can I use company stock to pay back a 401(k) COVID withdrawal?
If you pay back the money, you won't have any tax liability. ...
16 Feb Are COVID withdrawals a way to get funds out of my costly 401(k)?
There are several strategies to get funds out of a 401(k) that has high fees. ...
15 Feb When are taxes due on a 2021 Roth IRA conversion?
Taxes on a conversion are due in the year the conversion is made. ...
11 Feb Can I repay only part of my 401(k) COVID hardship withdrawal?
You can take three years to pay taxes owed on CARES Act 401(k) withdrawals. ...
05 Jan Did we qualify for a coronavirus-related retirement distribution?
You could take penalty-free retirement withdrawals in 2020. ...
29 Dec How can I get back a penalty taken for 401(k) withdrawal?
The CARES Act allowed for penalty-free retirement account withdrawals. ...
22 Dec Can I take two 401(k) distributions under the CARES Act?
The CARES Act allows you to take money from your 401(k) without penalty. ...
17 Dec Should I worry about a 401(k) loan becoming a distribution?
Rules for 401(k) loans have changed because of the coronavirus pandemic. ...
14 Dec Can I get back the penalty charged on a 401(k) coronavirus withdrawal?
You shouldn't be charged a penalty on an early withdrawal because of the CARES Act. ...
10 Dec Will taking from a 401(k) mess up an unemployment claim?
Your retirement plan may help if you've lost your income. ...