How Divorce Affects Your 401(k): Key Points to Consider

Discover how your 401(k) could be impacted by divorce and the steps to protect your retirement assets during the settlement process.
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How To Fill Out Form 5500-EZ For Your Solo 401k

The IRS requires Solo 401k plan owners with more than $250,000 in their plan to file a Form 5500-EZ every year. The form satisfies annual reporting and filing obligations set by the IRS. It's another ...
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From 401(k) to Form 1040: Mastering your retirement tax game

You've clocked out of work for the last time, and you're ready to kick off your retirement in style. Umbrella drinks, catching up on your hobbies, and … what's that? Hold on, there's someone at the ...
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Must-Know Rules for Converting Your 401(k) to a Roth IRA

Be sure you understand the tax consequences before making the change Cathy Pareto, MBA and CFP®, is the founder and president of Cathy Pareto & Associates Inc. For more than twenty years, Cathy has ...