Below you'll find a list of all posts from May, 2017
If you are thinking about changing jobs, are you aware what your choices are for managing the money in your current employer’s retirement plan? Although many people have chosen to take a cash distribution, there are several options that may benefit you more. Uncle Sam Loves Cash Distributions Taking a lump-sum cash distribution may cause an immediate 20% federal …
Tax filing day has passed us by for another year (unless you are on extension). Most people don’t start planning for their taxes until they start receiving documents. At this point your accountant is a glorified scorekeeper showing you what you owe or what you are getting back. Now is the time to start planning for 2017, especially with all …
