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Tax Consequences of Borrowing From a Retirement Plan
Tax Consequences of Borrowing From a Retirement Plan

If your company has a qualified retirement plan or you have set one up in self-employment -- such as a 401(k), profit-sharing, or Keogh plan -- the participants might be allowed to borrow from their accounts. (This option is not available for traditional IRAs, Roth IRAs, ...

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Recent Posts
  • Tax Consequences of Borrowing From a Retirement Plan

    If your company has a qualified retirement plan or you have set one up in self-employment -- such as a 401(k), profit-sharing, or Keogh plan -- the participants might be allowed to borrow from their ...

    Read More
  • Inheriting a Spouse's IRA? Plan Carefully

    When it comes to inheriting an IRA, spouses have more flexibility than other heirs. Here are the basic rules: The surviving spouse may treat the inherited IRA as his or her own, roll it over into an ...

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  • How to Manage COVID-19-Related Business Risks

    The coronavirus (COVID-19) outbreak has had a crippling effect on the global economy. This is clearly uncharted territory. As millions around the globe do their best to minimize their exposure to the ...

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  • Federal Tax Relief to Alleviate COVID-19 Hardships

    The coronavirus (COVID-19) pandemic has already had widespread effects on the U.S. economy. Demand for many goods and services has stalled. Unemployment claims have skyrocketed. And many schools and ...

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  • Plan Around the Medicare Tax on Investment Income

    T he 3.8% Medicare tax on net investment income took effect a few years ago. It only affects higher-income individuals, but that can include anyone who happens to have big one-time taxable income or ...

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  • Dynasty Trust Provides a Bridge to Keep on Giving

    With a properly executed estate plan, your wealth can be enjoyed by your children and even their children. But did you know that by using a dynasty trust, you can extend the estate tax saving benefits ...

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