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 [...]

Tags: 401k, Investments, Taxes by Sherrill St. Germain
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Career changers – Using 529 savings for back to school? In ‘09-’10, computer-related costs qualify

In case you missed my recent ten timely tips newsletter… a special follow-up to career changers using 529 savings to cover back-to-school expenses: computer technology, related equipment and/or related services such as Internet access now count as qualified expenses. i.e. You can use tax-free dollars distributed from 529 plans to pay for these items.  The [...]

Tags: Back-to-school, Cash Flow, College, Expenses, Taxes by Sherrill St. Germain
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