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Returning Value Blog

Pension Plans Aren't Yet A Relic Of The Past

Posted by Don G. Chastain, CPA on Oct 06, 2017

 

Only 20% of Fortune 500 companies are offering new employees pension plans, but plenty of workers and retirees still count on them for retirement income.

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Posted in Retirement & Wealth Management Planning

4 Reasons Not To Borrow From Your 401(k)

Posted by Don G. Chastain, CPA on Sep 01, 2017

401(k) loans are easy to get but should only be considered as a last resort.

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Posted in Retirement & Wealth Management Planning

This Retirement Planning Move Avoids Tax

Posted by Don G. Chastain, CPA on Apr 19, 2017

Benefit from a rollover to an IRA

If you receive a distribution from an employer’s retirement plan, such as a 401(k), you are generally required to pay ordinary income tax on the payout. However, with a timely maneuver, you can continue to postpone paying the tax until you are ready to make withdrawals.

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Posted in Retirement & Wealth Management Planning

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