Retirement Planning

Recent Answers

2013-05-22 Accounting, Payroll & Pension Issues - Requred to punch in 7 minutes early:

I do not think there is anything that you can legally do as you are punching in and it is legal to round to the nearest 15 minutes.  If you punch in 8 minutes early you know than it will round the other

2013-05-22 Retirement Planning - 401k Roll Over and WIthdrawal:

Thanks for your question. I appreciate allowing me to be of service.     We have some issues going on here that its important you understand. First thing is that you will be making a Pre-59 1/2 withdraw

2013-05-19 Personal Investment & Financial Planning - College Honors Program Fundraising:

Hi. Congrats on your new role! I am sure you are excited as well as a bit nervous looking out over the next year. In regards to your question, if there were one thing that I think will make the biggest

2013-05-15 Retirement Planning - home sale:

Thanks for your question. If you sell your primary residence there is no federal taxes to be paid on the sale assuming you are single and your profit is under $250,000. However, on the sale of the investment

2013-05-13 Accounting, Payroll & Pension Issues - vested pension:

Michael:    By vesting, I am assuming you are talking about your 401(k) plan. The answer is you are eligible to receive payments without penalty if you have attained the age of 59 1/2. If you are no longer