Category Archives: Loans, Disbursements and Withdrawals

IRA and Retirement Plan Rollovers

New IRS Procedure Helps People Making IRA and Retirement Plan Rollovers The IRS has provided a self-certification procedure to help recipients of retirement plan distributions who inadvertently miss the 60-day time limit for properly rolling these amounts into another retirement plan or individual retirement arrangement (IRA). In Revenue Procedure 2016-47, posted on IRS.gov, the IRS…

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Pay Off Your Debt

Remember Those New Year’s Resolutions? Studies suggest that now, in mid-February, is when most people’s New Year’s resolutions start waning and fading. The two most popular resolutions involve diet (read: “weight loss”) and money (read: cut “credit card bills”). We’d like to suggest some ideas to help you get your finances back on track. That’s…

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