Matt’s Monthly Money Must Do’s | November 2017
November is a big birthday month in my family. My two sisters and father have birthdays in November. So not only do I have to worry about their birthday gifts, but I also must start addressing [...]
IRS Announces New Waiver Procedure for Taxpayers Who Inadvertently Miss the 60-Day Rollover Deadline
Background--direct and indirect (60-day) rollovers If you're eligible to receive a taxable distribution from an employer-sponsored retirement plan (like a 401(k)) you can avoid current taxation by directly rolling the distribution over to another employer plan [...]