May 31, 2024 | Financial Planning
Choices for Your 401(k) at a Former Employer
One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to ...
Learn MoreChoices for Your 401(k) at a Former Employer
One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.
Individuals have four choices with the 401(k) account they accrued at a previous employer.
You may choose to do nothing and leave your account in your previous employer’s 401(k) plan. However, if your account balance is under a certain amount, be aware that your ex-employer may elect to distribute the funds to you.
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Blogs for May 2024
May 29, 2024 | Tax Planning
Do You Owe The AMT?
American educational reformer Horace Mann called education “the great equalizer.” In football, it’s been said that turnovers are the great equalizer. In taxes, there’s also ...
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May 28, 2024 | Business Planning
What is the Value of Your Business?
In the second quarter of 2023, more than 2,300 small businesses were sold. The median sale price was roughly $300,000, down 14% from the same ...
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May 24, 2024 | Retirement Planning
Immediate vs. Deferred Annuities
Despite not being as well known as some other retirement tools, annuities account for 6.5% of all assets earmarked for retirement. With about $2.2 trillion ...
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May 22, 2024 | Investment Planning
According to Young Investors, Progress Toward Goals Matters Most
Younger and older investors are likely to have different preferences in music, movies, and fashion. How about investments? And if so, what does it mean ...
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May 21, 2024 | Estate planning
Guiding Your Aging Parents Through Life’s Next Chapter: A Strategic Overview
In today’s aging society, many families face the responsibility of caring for elderly parents. This task can be daunting, involving complex decisions about health, legal ...
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May 17, 2024 | Financial Planning
The Fed Started to Ease. Did You Miss It?
Some have been waiting for the Fed to lower interest rates and confirm it will ease monetary policy, which may result in lower home mortgage ...
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May 15, 2024 | Retirement Planning
Navigating the Significance of Age 59½ in Retirement Planning
As we approach the milestone age of 59½, it’s crucial to understand the implications this has on retirement planning, notably for those born in the ...
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May 13, 2024 | Retirement Planning
Choosing a Retirement Plan that Fits Your Business
If you have yet to develop a retirement plan for your business, or if you’re not sure the plan you’ve chosen is the right one, ...
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May 10, 2024 |
Your Essential Financial Guide for 2024: Key Dates and Tax Changes
The financial landscape of 2024 brings numerous deadlines and changes that could impact your financial planning. From tax rates to retirement contributions, staying informed can ...
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