Prairie Eco-Thrifter
JULY 16, 2017
Being the smart person you are, you you sign up for a 401K with company matching and do the right thing by starting to pump as much into it as possible. In 5 years – you’ve married and had a baby, but your 401k still goes to Mom and Dad when you die. Be sure and specify a final landing point if all beneficiaries pre-decease you.
Family Balance Sheet
AUGUST 17, 2011
It got to the point where I couldn't close the drawers of my filing cabinet, so I took some time to weed them out. However, you should print any canceled checks or year-end statements that you would need for tax purposes, ie - charitable contributions, home improvements, business expenses, mortgage payments, etc.
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Prairie Eco-Thrifter
MAY 8, 2011
While in some cases this is true, FruGal has a point here. Ramsay presents Borrowing From Your 401k. Among the many benefits afforded to many 401k participants is the ability to borrow funds from the account for personal purposes. Tax Debt Help presents Savers Tax Credit: Get Rewarded for Retirement.
Family Balance Sheet
MARCH 15, 2017
In October 2003, I left a career as a department store buyer with a nice paycheck, paid vacation days, 401k match, profit sharing, and health benefits, to pursue a life of self employment with my husband where all of those things are up to us. I should have known at that point that the writing was on the wall for our insurance carrier.
Prairie Eco-Thrifter
JANUARY 12, 2014
I’ve ignored most of them, successfully to this point. Vanguard’s Personal Financial Planner thought I should change invest all my retirement money in bonds when I moved it from my 401K to an IRA. That would just cost me in taxes! I’m keeping my allocations. The bond market was at a high at the time.
Prairie Eco-Thrifter
JUNE 14, 2012
PFP presents Tax Management posted at Pasadena Financial Advisor , saying, ” You should also consider how to “locate” your investment asset allocation with respect to more optimal taxation.” The only way that you can improve your situation financially is by either increasing your income or cutting your expenses.
Prairie Eco-Thrifter
JULY 4, 2011
It was during this rather taxing weekend that I was reminded of how great a loving family can be. Crystal from Stupid Cents talks 401k Allocation and where to put your money. Yes I know summer just arrived but he has a point. This week I am reminding you all about those special people in your life- your family.
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