With Indirect Rollovers, Timing is Everything

When you leave a job, you have several options for dealing with the funds in your 401(k) or other employer-sponsored retirement account. One option is an indirect rollover. With this method, you receive a distribution check from your employer and then have 60 days to deposit the funds into an IRA or your new employer’s plan.

6 Ways to Make a Tax Refund Work for You

Whether we like it or not, tax season is upon us. And as millions of us scramble to file our tax returns, we are likely motivated by the prospect of a refund check that will arrive in our mailbox or bank account a few weeks after we’ve filed.

Realtors: It's Tax Time!! Tax strategy that will save you $$$$!!

It’s so common. I always ask the question to our prospects who are realtors, ‘”How do you receive your commissions?” Most come back to me with a simple , “I receive them in my checking account.” And most pay ordinary income tax on their earnings.

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