Switching Jobs? Here’s What To Do With Your 401(k)

Posted on 09. Oct, 2020 by in Employee Benefits, Retirement Accounts, Small Business Tips

Suppose you’re switching jobs if you were furloughed because of the pandemic or you’re simply searching for greener pastures. If you have a 401(k) from your soon-to-be former employer, you must decide what to do with your retirement account when you leave. Here are your four options: Leave the money in your previous employer’s pension […]

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Think Before Tapping Your 401(k) as Emergency Fund

Posted on 23. Jun, 2020 by in COVID-19, IRS, Retirement Accounts

Do you need a quick infusion of cash? Under the Coronavirus Aid, Relief, and Economic Security (CARES) Act, you may be able to take money out of a qualified plan, like a 401(k), or an IRA, with favorable tax consequences. But should you do it? You might view withdrawing money from a retirement account as […]

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7 Tips for Early Retirement

Posted on 15. Sep, 2016 by in Bookkeeping Articles, Services, Small Business Tips

When would you like to retire? Even if the answer is later versus sooner, most of us would like the freedom to decide. To do this, consider what it would take to create financial independence in retirement. Here are some ideas to help plan for an early retirement. 1) Start early. Establish your desire to […]

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