Aug 11, 2016 | Planning for College
This article previously appeared on NerdWallet.com and is definitely worth the read! Grandparents are often willing to help with college expenses when possible. I remember my own grandmother chipping in a bit for my freshman year at school. Knowing what I know now,...
Aug 1, 2016 | Investments, Taxes
As tax practicioners we do many tax returns where there are opportunities to save tax money. We talk about these opportunities with clients and just like everything else time slips by and they forget to follow up and then we repeat the process the following year. ...
Jul 14, 2016 | 401(k), Retirement
When you change jobs and abandon vested amounts in your 401(k), your former employer has to follow IRS rules and plan provisions for dealing with your account balance. Pursuant to these guidelines, the 401(k) plan may have a “force-out” provision. That...
