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The Fear of Offending

  • September 4th, 2019

Connie Brezik, 9/3/2019 We often let things go, even to our detriment, to avoid offending someone. This fear of offending can keep you in a bad relationship, keep you from making progress in your career or keep you from making sound financial and investment decisions. Many of us were brought up to be polite and…

First-Time Home Purchase? IRA vs 401(k)

  • September 4th, 2019

2019 – 08/16 Generally, amounts withdrawn from an individual retirement account (IRA) before age 59-1/2 are subject to an additional 10% tax. Exceptions exist, including when the funds are used for a first-time home purchase. One taxpayer took a distribution to purchase her first home, but the IRS applied the 10% tax. The distribution was…

Surviving Spouse Who Inherited an IRA

  • September 4th, 2019

2019 – 08/15 Are you a surviving spouse who inherited an IRA? The beneficiary of a deceased spouse’s IRA must decide whether to roll it over into his or her own IRA, or leave the IRA in the deceased spouse’s name. Advantages to making the spousal rollover or election are that spouses, over age 59…

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