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Ms I was wondering if you were available and could answer a
Hi ms Barbara I was wondering if you were available and could answer a question related to the Cares Act treatment of loans and withdrawals from retirement funds. Thank you… read more
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If I took money from my 401K do I qualify for the early
If I took money from my 401K do I qualify for the early distribution under the cares act … read more
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I am trying to find out what I need to do as I took out a
I am trying to find out what I need to do as I took out a loan under the Cares Act as my husband pay was cut and he lost 1 week of work due to office shut down due Covid … read more
Lev
Lev
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I took a cares act distribution from a 401K in 2020 because
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Robin D.
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Can you assist with 401 K COVID distributions? Pennsylvania.
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Lev
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I rolled over a 401k to an IRA then took out a distribution
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emc011075
emc011075
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I rolled over a 401k to an IRA then took out a distribution
Second opinion] I rolled over a 401k to an IRA then took out a distribution all in-kind, under the cares act. what are my tax implications? … read more
Lev
Lev
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I have a question about the CARES Act 401k withdrawal
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Rama-CPA
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We took money out of our 401k due to the Cares Act. Our
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Lev
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I have a financial question regarding making a withdrawal
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I have a 401(k) plan that I took 2 loans from. Loan 001 had
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I took out a loan from my 401K in May 2017. In March 2018 I
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Lev
Lev
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My wife rolled over a 401k type account to Vanguard IRA account. She rolled over $7000.00 but they took out taxes. Do we claim the taxes for 2019 or wait for 2020 taxes? … read more
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I terminated employment in July of 2019 and had an outstanding 401K loan balance. I sent the payment via UPS and it was signed for 12/31 by wells fargo but not posted. Wells Fargo/previous employer de… read more
Lane
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