20 Nov Is the 4% rule still a thing for withdrawing retirement money?
There are several rules of thumb to make your retirement savings last. ...
17 Nov Should I combine my 3 IRA accounts to make withdrawals easier?
Before you consolidate accounts, make sure you're not mixing apples and oranges....
25 Aug Can we take from an IRA now and then skip future years?
Before age 72, you're not required to take an IRA distribution. ...
25 Mar Will a retirement withdrawal affect my unemployment benefits?
The source of the retirement benefits will make a difference. ...
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. ...
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 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. ...
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. ...
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. ...
14 Sep What will this 401(k) withdrawal mean for my divorce?
Your 401(k) will probably be treated as a marital asset. ...
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