Peter Richon
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Early 401k Distributions
Early 401k Distributions by Peter Richon For one of many various reasons, lots of people find themselves accessing their tax-deferred retirement savings accounts before the age of 59 & 1/2. For some, they need to money to pay off debts or to cover living expenses. Others would like to help a child through college or put a down payment on a home for themselves or their children. Some pay for weddings or vacations. The reasons for doing so are numerous. However, the penalties f
December 3, 2009
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7 Financial Blind Spots
As a general disclaimer, the tax code is complex, everyoneâs situation is a little different, therefore, please do not take any action on strategies discussed without first consulting with an expert about your individual situation. The information contained in this article is believed to be reliable and accurate but, is not guaranteed and is subject to change under Federal Tax Law.rnSeven Common Financial Blind Spots 1 â POD â Payable On Death â This is a common form
August 11, 2009