Double-Check the Rules on Spousal Consent for 401(k) Distributions Some 401(k) plans require spousal consent whenever a participant takes a distribution. Others don’t require spousal consent for distributions or loans. Rather, it’s required only if a...
There’s a whole new year of opportunities waiting for us in 2020! Beginnings, ends, and all the in-betweens. For some, it’s another year closer to retirement. For others, this will be your year to sit back and relax from the stresses of work. And congratulations to...
After having talked to several people I know about having to withdraw from their IRAs early, I decided to write about it a bit. Withdrawing from a IRA is a fairly simple process that can be done at any time, at any age. You don’t have to be retired to withdraw,...
For kids, summertime brings “fun in the sun” with family vacations, beach blankets, and lazy days. For small business owners summertime is a great time to pause and evaluate where your business was, where it is, and what steps need to be implemented to get it where...
If you talk to a top financial planner you will quickly find out that it is never too late to start thinking about retirement savings. Unfortunately many people think that if you don’t get started in your early 20s or 30s you have missed your opportunity completely....
