Job change? Employer stock in your old 401k? Read before IRA rollover!

As discussed in a previous post, it’s usually a good idea to roll over your 401k when you leave a job. However, there are exceptions.
One good reason to pause before you roll over your 401k is to check if you might benefit from a little known tax break that goes by the rather cryptic term [...]

Pink Slip Lemonade month goes out with a bang: To roll or not to roll your 401k?

Well, all good things must come to an end, and so it is with Pink Slip Lemonade month, which has already borrowed a few days from July.   
To commemorate this last day, I thought I’d tackle the granddaddy of all, the most frequently asked post-pink slip question: whether or not to roll over your 401k. My answer [...]

More follow-up on Post-Pink Slip Financial Planning talk: Good WSJ article “How to Tap Crisis Cash”

Continuing with my follow-up from Thursday’s “Making the Most of Your Money: Post-Pink Slip and Beyond” presentation at the Network for Work meeting…
Another hot topic during the session was, not surprisingly, where to get cash to cover living expenses that, pre-pink slip, used to be covered by wages.  As discussed during the meeting, once you’ve looked [...]

Health Savings Accounts – new and improved!

For those of us who don’t have spouses whose employee benefits include health insurance, one of the most vexing problems that comes with self-employment is how to get affordable coverage. New provisions on Health Savings Accounts (HSAs) make them a much more attractive option. But do they meet your needs? Here’s the [...]