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. ...
08 Sep Can my wife and I both take from our 401(k)s under the CARES Act?
Under certain circumstances, you can qualify for a penalty-free withdrawal....
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. ...
14 Jul Is this 401(k) withdrawal tax-free because of the CARES Act?
Withdrawals from retirement plans before 2020 don't get special treatment. ...
27 May After scholarship, what happens to 529 plan?
A look a the timing and taxation of a 529 plan. ...
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