16 Sep This 401(k) withdrawal was wrongly penalized. What can we do?
If the IRS made a mistake, you can fight and win. ...
04 May I inherited a 401(k) but didn’t know it. What’s next?
Spouses have several options for retirement accounts if their partner dies....
29 Dec How can I get back a penalty taken for 401(k) withdrawal?
The CARES Act allowed for penalty-free retirement account withdrawals. ...
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. ...
13 Sep What’s the penalty for not taking an IRA distribution?
It's very costly to ignore your Required Minimum Distribution. ...
09 Jul Can I take money from my Roth IRA without penalty?
There are rules governing when you can take from your Roth without penalty....
19 Sep Will my college savings be counted for Medicaid?
Medicaid has very strict eligibility rules, and your asset level will matter. ...
02 Aug Understanding penalties for Certificates of Deposit
Each CD may have different rules, so make sure you know what the fine print says....
04 Jun If you contribute too much to an IRA
You may owe taxes and penalties if you've saved too much. ...
14 May Is there still an Obamacare penalty?
Changes are coming for health care-related penalties....
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